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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 | $24,405 | $202,342-87.9% | $172,752-85.9% | $152,897-84.0% |
| Participation rate | 72.7% | 87.1%-14.3pp | 82.6%-9.9pp | 82.5%-9.7pp |
| Annual return | 21.35% | 1029.83%-1008.5pp | 802.97%-781.6pp | 345.43%-324.1pp |
| Employer contribution / active EE | $2,089 | $5,858-64.3% | $5,144-59.4% | $4,764-56.2% |
| Participant deferral / active EE | $791 | $5,948-86.7% | $5,198-84.8% | $5,851-86.5% |
| Admin fee / account holder | $286 | $17,111-98.3% | $13,955-98.0% | $11,599-97.5% |