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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 | $18,837 | $197,625-90.5% | $177,840-89.4% | $158,966-88.2% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 254.03% | 58.76%+195.3pp | 48.32%+205.7pp | 302.95%-48.9pp |
| Employer contribution / active EE | $1,491 | $6,698-77.7% | $5,919-74.8% | $4,762-68.7% |
| Participant deferral / active EE | $1,866 | $8,405-77.8% | $7,714-75.8% | $5,983-68.8% |
| Admin fee / account holder | $0 | $15,405-100.0% | $12,431-100.0% | $11,250-100.0% |