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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 | $11,984 | $209,428-94.3% | $178,498-93.3% | $158,950-92.5% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 17.96% | 188.78%-170.8pp | 151.09%-133.1pp | 302.91%-284.9pp |
| Employer contribution / active EE | $2,124 | $5,707-62.8% | $5,011-57.6% | $4,762-55.4% |
| Participant deferral / active EE | $873 | $5,955-85.3% | $5,202-83.2% | $5,983-85.4% |
| Admin fee / account holder | $9 | $17,077-99.9% | $13,985-99.9% | $11,248-99.9% |