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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 | $16,493 | $202,342-91.8% | $172,753-90.5% | $152,909-89.2% |
| Participation rate | 76.2% | 87.1%-10.9pp | 82.6%-6.5pp | 82.5%-6.3pp |
| Annual return | 27.41% | 1029.88%-1002.5pp | 803.00%-775.6pp | 345.46%-318.1pp |
| Employer contribution / active EE | $1,248 | $5,857-78.7% | $5,144-75.7% | $4,764-73.8% |
| Participant deferral / active EE | $1,717 | $5,948-71.1% | $5,198-67.0% | $5,851-70.7% |
| Admin fee / account holder | $20 | $17,112-99.9% | $13,956-99.9% | $11,601-99.8% |