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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 | $12,111 | $202,342-94.0% | $172,753-93.0% | $152,909-92.1% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 27.15% | 1029.88%-1002.7pp | 803.00%-775.9pp | 345.46%-318.3pp |
| Employer contribution / active EE | $1,657 | $5,857-71.7% | $5,144-67.8% | $4,764-65.2% |
| Participant deferral / active EE | $1,657 | $5,948-72.1% | $5,198-68.1% | $5,851-71.7% |
| Admin fee / account holder | $29 | $17,112-99.8% | $13,956-99.8% | $11,601-99.8% |