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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 | $8,391 | $209,874-96.0% | $189,537-95.6% | $167,536-95.0% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 17.40% | 748.61%-731.2pp | 555.34%-537.9pp | 478.82%-461.4pp |
| Employer contribution / active EE | $4,098 | $6,913-40.7% | $6,161-33.5% | $4,839-15.3% |
| Participant deferral / active EE | $2,923 | $8,934-67.3% | $8,220-64.4% | $6,342-53.9% |
| Admin fee / account holder | $0 | $14,299-100.0% | $12,048-100.0% | $12,315-100.0% |