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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 | $24,453 | $196,972-87.6% | $182,262-86.6% | $198,609-87.7% |
| Participation rate | 100.0% | 85.7%+14.3pp | 84.2%+15.8pp | 82.4%+17.6pp |
| Annual return | 16.09% | 158.27%-142.2pp | 140.60%-124.5pp | 202.70%-186.6pp |
| Employer contribution / active EE | $1,541 | $5,364-71.3% | $5,046-69.5% | $5,055-69.5% |
| Participant deferral / active EE | $3,101 | $8,643-64.1% | $8,276-62.5% | $6,977-55.5% |
| Admin fee / account holder | $15 | $18,429-99.9% | $16,712-99.9% | $19,030-99.9% |