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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 | $21,526 | $217,432-90.1% | $185,849-88.4% | $167,536-87.2% |
| Participation rate | 100.0% | 86.1%+13.9pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 26.87% | 148.42%-121.5pp | 122.10%-95.2pp | 478.82%-451.9pp |
| Employer contribution / active EE | $1,386 | $5,875-76.4% | $5,169-73.2% | $4,839-71.4% |
| Participant deferral / active EE | $538 | $6,357-91.5% | $5,569-90.3% | $6,342-91.5% |
| Admin fee / account holder | $22 | $19,818-99.9% | $16,244-99.9% | $12,315-99.8% |