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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 | $19,630 | $217,432-91.0% | $185,849-89.4% | $167,536-88.3% |
| Participation rate | 100.0% | 86.1%+13.9pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 23.33% | 148.42%-125.1pp | 122.10%-98.8pp | 478.82%-455.5pp |
| Employer contribution / active EE | $2,343 | $5,875-60.1% | $5,169-54.7% | $4,839-51.6% |
| Participant deferral / active EE | $1,226 | $6,357-80.7% | $5,569-78.0% | $6,342-80.7% |
| Admin fee / account holder | $4 | $19,818-100.0% | $16,244-100.0% | $12,315-100.0% |