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Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $19,160 | $202,342-90.5% | $172,752-88.9% | $152,897-87.5% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 15.80% | 1029.83%-1014.0pp | 802.97%-787.2pp | 345.43%-329.6pp |
| Employer contribution / active EE | $3,519 | $5,858-39.9% | $5,144-31.6% | $4,764-26.1% |
| Participant deferral / active EE | $1,586 | $5,948-73.3% | $5,198-69.5% | $5,851-72.9% |
| Admin fee / account holder | $85 | $17,111-99.5% | $13,955-99.4% | $11,599-99.3% |