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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 | $15,410 | $202,342-92.4% | $172,753-91.1% | $152,909-89.9% |
| Participation rate | 78.9% | 87.1%-8.1pp | 82.6%-3.7pp | 82.5%-3.5pp |
| Annual return | 19.60% | 1029.88%-1010.3pp | 803.00%-783.4pp | 345.46%-325.9pp |
| Employer contribution / active EE | $1,619 | $5,857-72.4% | $5,144-68.5% | $4,764-66.0% |
| Participant deferral / active EE | $872 | $5,948-85.3% | $5,198-83.2% | $5,851-85.1% |
| Admin fee / account holder | $87 | $17,112-99.5% | $13,956-99.4% | $11,601-99.2% |