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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 | $19,133 | $180,459-89.4% | $154,108-87.6% | $135,380-85.9% |
| Participation rate | 80.0% | 87.4%-7.4pp | 83.0%-3.0pp | 82.6%-2.6pp |
| Annual return | 27.90% | 888.21%-860.3pp | 735.21%-707.3pp | 519.81%-491.9pp |
| Employer contribution / active EE | $0 | $6,035-100.0% | $5,298-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $378 | $5,806-93.5% | $5,081-92.6% | $5,609-93.3% |
| Admin fee / account holder | $127 | $16,145-99.2% | $13,411-99.0% | $10,828-98.8% |