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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 | $11,363 | $159,978-92.9% | $147,041-92.3% | $145,978-92.2% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 15.05% | 98.36%-83.3pp | 419.21%-404.2pp | 550.52%-535.5pp |
| Employer contribution / active EE | $2,426 | $5,288-54.1% | $4,935-50.8% | $4,662-48.0% |
| Participant deferral / active EE | $2,552 | $8,429-69.7% | $8,071-68.4% | $6,690-61.8% |
| Admin fee / account holder | $204 | $15,053-98.6% | $13,006-98.4% | $13,400-98.5% |