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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 | $20,996 | $171,492-87.8% | $150,734-86.1% | $198,609-89.4% |
| Participation rate | 100.0% | 81.4%+18.6pp | 78.4%+21.6pp | 82.4%+17.6pp |
| Annual return | 15.54% | 804.70%-789.2pp | 600.81%-585.3pp | 202.70%-187.2pp |
| Employer contribution / active EE | $1,712 | $5,470-68.7% | $4,918-65.2% | $5,055-66.1% |
| Participant deferral / active EE | $1,043 | $6,259-83.3% | $5,610-81.4% | $6,977-85.1% |
| Admin fee / account holder | $41 | $17,628-99.8% | $14,905-99.7% | $19,030-99.8% |