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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 | $14,603 | $202,345-92.8% | $172,755-91.5% | $152,885-90.4% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 25.24% | 1029.77%-1004.5pp | 802.94%-777.7pp | 345.39%-320.2pp |
| Employer contribution / active EE | $1,744 | $5,858-70.2% | $5,144-66.1% | $4,763-63.4% |
| Participant deferral / active EE | $1,354 | $5,948-77.2% | $5,198-73.9% | $5,851-76.9% |
| Admin fee / account holder | $55 | $17,111-99.7% | $13,955-99.6% | $11,598-99.5% |