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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 | $7,509 | $217,432-96.5% | $185,849-96.0% | $167,536-95.5% |
| Participation rate | 100.0% | 86.1%+13.9pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 13.66% | 148.42%-134.8pp | 122.10%-108.4pp | 478.82%-465.2pp |
| Employer contribution / active EE | $3,447 | $5,875-41.3% | $5,169-33.3% | $4,839-28.8% |
| Participant deferral / active EE | $1,238 | $6,357-80.5% | $5,569-77.8% | $6,342-80.5% |
| Admin fee / account holder | $0 | $19,818-100.0% | $16,244-100.0% | $12,315-100.0% |