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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 | $11,903 | $183,539-93.5% | $155,556-92.3% | $145,897-91.8% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 12.53% | 61.31%-48.8pp | 64.84%-52.3pp | 552.29%-539.8pp |
| Employer contribution / active EE | $8,293 | $5,315+56.0% | $4,675+77.4% | $4,663+77.9% |
| Participant deferral / active EE | $0 | $6,467-100.0% | $5,631-100.0% | $6,689-100.0% |
| Admin fee / account holder | $46 | $19,275-99.8% | $15,885-99.7% | $13,390-99.7% |