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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 | $20,030 | $202,342-90.1% | $172,753-88.4% | $152,909-86.9% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 18.34% | 1029.88%-1011.5pp | 803.00%-784.7pp | 345.46%-327.1pp |
| Employer contribution / active EE | $1,377 | $5,857-76.5% | $5,144-73.2% | $4,764-71.1% |
| Participant deferral / active EE | $1,751 | $5,948-70.6% | $5,198-66.3% | $5,851-70.1% |
| Admin fee / account holder | $83 | $17,112-99.5% | $13,956-99.4% | $11,601-99.3% |