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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 | $18,636 | $209,422-91.1% | $178,503-89.6% | $158,982-88.3% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 16.14% | 188.81%-172.7pp | 151.12%-135.0pp | 302.99%-286.8pp |
| Employer contribution / active EE | $2,189 | $5,707-61.7% | $5,011-56.3% | $4,763-54.0% |
| Participant deferral / active EE | $1,685 | $5,955-71.7% | $5,202-67.6% | $5,983-71.8% |
| Admin fee / account holder | $191 | $17,079-98.9% | $13,987-98.6% | $11,252-98.3% |