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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 | $12,283 | $183,539-93.3% | $155,556-92.1% | $145,897-91.6% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 14.68% | 61.31%-46.6pp | 64.84%-50.2pp | 552.29%-537.6pp |
| Employer contribution / active EE | $5,365 | $5,315+0.9% | $4,675+14.7% | $4,663+15.1% |
| Participant deferral / active EE | $1,364 | $6,467-78.9% | $5,631-75.8% | $6,689-79.6% |
| Admin fee / account holder | $193 | $19,275-99.0% | $15,885-98.8% | $13,390-98.6% |