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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 | $11,086 | $175,259-93.7% | $149,723-92.6% | $139,487-92.1% |
| Participation rate | 90.9% | 83.4%+7.5pp | 78.8%+12.1pp | 80.3%+10.6pp |
| Annual return | 18.81% | 166.82%-148.0pp | 134.50%-115.7pp | 373.84%-355.0pp |
| Employer contribution / active EE | $1,123 | $5,478-79.5% | $4,821-76.7% | $4,755-76.4% |
| Participant deferral / active EE | $1,771 | $6,522-72.8% | $5,682-68.8% | $6,713-73.6% |
| Admin fee / account holder | $173 | $16,158-98.9% | $13,215-98.7% | $11,407-98.5% |