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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 | $16,756 | $198,462-91.6% | $170,439-90.2% | $147,585-88.6% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 20.58% | 257.30%-236.7pp | 205.94%-185.4pp | 578.58%-558.0pp |
| Employer contribution / active EE | $1,413 | $6,184-77.1% | $5,433-74.0% | $4,876-71.0% |
| Participant deferral / active EE | $1,667 | $5,629-70.4% | $4,939-66.2% | $5,439-69.3% |
| Admin fee / account holder | $7 | $16,852-100.0% | $13,881-99.9% | $10,886-99.9% |