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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 | $24,493 | $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 | 43.29% | 158.27%-115.0pp | 140.60%-97.3pp | 202.70%-159.4pp |
| Employer contribution / active EE | $2,771 | $5,364-48.3% | $5,046-45.1% | $5,055-45.2% |
| Participant deferral / active EE | $3,446 | $8,643-60.1% | $8,276-58.4% | $6,977-50.6% |
| Admin fee / account holder | $153 | $18,429-99.2% | $16,712-99.1% | $19,030-99.2% |