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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 | $15,646 | $160,028-90.2% | $147,080-89.4% | $145,884-89.3% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 25.40% | 98.60%-73.2pp | 420.17%-394.8pp | 551.85%-526.4pp |
| Employer contribution / active EE | $2,122 | $5,286-59.9% | $4,933-57.0% | $4,662-54.5% |
| Participant deferral / active EE | $2,060 | $8,422-75.5% | $8,066-74.5% | $6,690-69.2% |
| Admin fee / account holder | $0 | $15,030-100.0% | $12,989-100.0% | $13,392-100.0% |