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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 | $30,064 | $202,342-85.1% | $172,753-82.6% | $152,909-80.3% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 14.90% | 1029.88%-1015.0pp | 803.00%-788.1pp | 345.46%-330.6pp |
| Employer contribution / active EE | $2,172 | $5,857-62.9% | $5,144-57.8% | $4,764-54.4% |
| Participant deferral / active EE | $1,317 | $5,948-77.9% | $5,198-74.7% | $5,851-77.5% |
| Admin fee / account holder | $120 | $17,112-99.3% | $13,956-99.1% | $11,601-99.0% |