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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 | $19,023 | $198,461-90.4% | $170,436-88.8% | $147,585-87.1% |
| Participation rate | 78.9% | 88.0%-9.0pp | 83.6%-4.7pp | 82.8%-3.9pp |
| Annual return | 17.88% | 257.30%-239.4pp | 205.94%-188.1pp | 578.57%-560.7pp |
| Employer contribution / active EE | $1,847 | $6,184-70.1% | $5,433-66.0% | $4,876-62.1% |
| Participant deferral / active EE | $0 | $5,629-100.0% | $4,939-100.0% | $5,439-100.0% |
| Admin fee / account holder | $61 | $16,852-99.6% | $13,880-99.6% | $10,885-99.4% |