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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 | $20,861 | $165,381-87.4% | $149,730-86.1% | $158,966-86.9% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 727.03% | 348.29%+378.7pp | 276.70%+450.3pp | 302.95%+424.1pp |
| Employer contribution / active EE | $8,074 | $5,104+58.2% | $4,645+73.8% | $4,762+69.5% |
| Participant deferral / active EE | $1,154 | $7,182-83.9% | $6,843-83.1% | $5,983-80.7% |
| Admin fee / account holder | $0 | $10,809-100.0% | $9,310-100.0% | $11,250-100.0% |