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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 | $14,383 | $148,629-90.3% | $135,982-89.4% | $139,487-89.7% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 36.69% | 79.33%-42.6pp | 68.32%-31.6pp | 373.84%-337.1pp |
| Employer contribution / active EE | $6,472 | $5,247+23.4% | $4,859+33.2% | $4,755+36.1% |
| Participant deferral / active EE | $1,295 | $8,102-84.0% | $7,760-83.3% | $6,713-80.7% |
| Admin fee / account holder | $15 | $12,406-99.9% | $10,767-99.9% | $11,407-99.9% |