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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 | $20,799 | $209,425-90.1% | $178,499-88.3% | $158,966-86.9% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 12.88% | 188.80%-175.9pp | 151.10%-138.2pp | 302.95%-290.1pp |
| Employer contribution / active EE | $1,459 | $5,707-74.4% | $5,011-70.9% | $4,762-69.4% |
| Participant deferral / active EE | $1,858 | $5,955-68.8% | $5,202-64.3% | $5,983-68.9% |
| Admin fee / account holder | $187 | $17,078-98.9% | $13,986-98.7% | $11,250-98.3% |