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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 | $16,820 | $160,040-89.5% | $147,096-88.6% | $145,877-88.5% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 26.32% | 98.49%-72.2pp | 419.75%-393.4pp | 551.28%-525.0pp |
| Employer contribution / active EE | $2,521 | $5,289-52.3% | $4,936-48.9% | $4,663-45.9% |
| Participant deferral / active EE | $1,185 | $8,429-85.9% | $8,071-85.3% | $6,691-82.3% |
| Admin fee / account holder | $113 | $15,050-99.3% | $13,005-99.1% | $13,402-99.2% |