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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 | $17,898 | $209,422-91.5% | $178,503-90.0% | $158,982-88.7% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 11.14% | 188.81%-177.7pp | 151.12%-140.0pp | 302.99%-291.8pp |
| Employer contribution / active EE | $2,345 | $5,707-58.9% | $5,011-53.2% | $4,763-50.8% |
| Participant deferral / active EE | $1,650 | $5,955-72.3% | $5,202-68.3% | $5,983-72.4% |
| Admin fee / account holder | $269 | $17,079-98.4% | $13,987-98.1% | $11,252-97.6% |