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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 | $22,154 | $227,399-90.3% | $189,758-88.3% | $198,609-88.8% |
| Participation rate | 100.0% | 84.0%+16.0pp | 79.8%+20.2pp | 82.4%+17.6pp |
| Annual return | 21.96% | 61.03%-39.1pp | 52.62%-30.7pp | 202.70%-180.7pp |
| Employer contribution / active EE | $2,424 | $5,526-56.1% | $4,767-49.1% | $5,055-52.1% |
| Participant deferral / active EE | $2,634 | $6,837-61.5% | $5,856-55.0% | $6,977-62.3% |
| Admin fee / account holder | $44 | $25,162-99.8% | $20,388-99.8% | $19,030-99.8% |