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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 | $12,052 | $176,077-93.2% | $159,455-92.4% | $167,518-92.8% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 19.39% | 331.83%-312.4pp | 263.63%-244.2pp | 478.71%-459.3pp |
| Employer contribution / active EE | $2,184 | $5,298-58.8% | $4,830-54.8% | $4,838-54.9% |
| Participant deferral / active EE | $1,974 | $7,751-74.5% | $7,353-73.2% | $6,342-68.9% |
| Admin fee / account holder | $8 | $12,556-99.9% | $10,800-99.9% | $12,312-99.9% |