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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 | $20,587 | $165,361-87.6% | $149,715-86.2% | $158,950-87.0% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 33.75% | 348.24%-314.5pp | 276.66%-242.9pp | 302.91%-269.2pp |
| Employer contribution / active EE | $7,143 | $5,103+40.0% | $4,645+53.8% | $4,762+50.0% |
| Participant deferral / active EE | $0 | $7,182-100.0% | $6,842-100.0% | $5,983-100.0% |
| Admin fee / account holder | $114 | $10,808-98.9% | $9,310-98.8% | $11,248-99.0% |