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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 | $23,371 | $171,492-86.4% | $150,734-84.5% | $198,609-88.2% |
| Participation rate | 100.0% | 81.4%+18.6pp | 78.4%+21.6pp | 82.4%+17.6pp |
| Annual return | 20.67% | 804.70%-784.0pp | 600.81%-580.1pp | 202.70%-182.0pp |
| Employer contribution / active EE | $1,518 | $5,470-72.2% | $4,918-69.1% | $5,055-70.0% |
| Participant deferral / active EE | $2,474 | $6,259-60.5% | $5,610-55.9% | $6,977-64.5% |
| Admin fee / account holder | $190 | $17,628-98.9% | $14,905-98.7% | $19,030-99.0% |