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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 | $16,210 | $183,516-91.2% | $155,534-89.6% | $145,884-88.9% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 14.02% | 61.43%-47.4pp | 64.92%-50.9pp | 551.85%-537.8pp |
| Employer contribution / active EE | $3,133 | $5,315-41.1% | $4,675-33.0% | $4,662-32.8% |
| Participant deferral / active EE | $1,522 | $6,467-76.5% | $5,630-73.0% | $6,690-77.3% |
| Admin fee / account holder | $6 | $19,293-100.0% | $15,900-100.0% | $13,392-100.0% |