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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 | $6,981 | $209,888-96.7% | $189,545-96.3% | $167,553-95.8% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 21.11% | 748.66%-727.6pp | 555.36%-534.3pp | 478.89%-457.8pp |
| Employer contribution / active EE | $3,163 | $6,915-54.3% | $6,162-48.7% | $4,840-34.7% |
| Participant deferral / active EE | $1,159 | $8,934-87.0% | $8,220-85.9% | $6,343-81.7% |
| Admin fee / account holder | $20 | $14,300-99.9% | $12,049-99.8% | $12,316-99.8% |