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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 | $18,375 | $171,492-89.3% | $150,734-87.8% | $198,609-90.7% |
| Participation rate | 100.0% | 81.4%+18.6pp | 78.4%+21.6pp | 82.4%+17.6pp |
| Annual return | 11.49% | 804.70%-793.2pp | 600.81%-589.3pp | 202.70%-191.2pp |
| Employer contribution / active EE | $11,409 | $5,470+108.6% | $4,918+132.0% | $5,055+125.7% |
| Participant deferral / active EE | $2,250 | $6,259-64.1% | $5,610-59.9% | $6,977-67.8% |
| Admin fee / account holder | $0 | $17,628-100.0% | $14,905-100.0% | $19,030-100.0% |