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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 | $12,595 | $107,934-88.3% | $91,989-86.3% | $152,870-91.8% |
| Participation rate | 100.0% | 81.2%+18.8pp | 78.6%+21.4pp | 82.4%+17.6pp |
| Annual return | 16.98% | 89.25%-72.3pp | 69.02%-52.0pp | 345.34%-328.4pp |
| Employer contribution / active EE | $3,368 | $4,210-20.0% | $3,452-2.4% | $4,763-29.3% |
| Participant deferral / active EE | $590 | $6,364-90.7% | $5,923-90.0% | $5,850-89.9% |
| Admin fee / account holder | $104 | $10,520-99.0% | $7,743-98.7% | $11,597-99.1% |