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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 | $17,243 | $196,972-91.2% | $182,262-90.5% | $198,609-91.3% |
| Participation rate | 100.0% | 85.7%+14.3pp | 84.2%+15.8pp | 82.4%+17.6pp |
| Annual return | 20.83% | 158.27%-137.4pp | 140.60%-119.8pp | 202.70%-181.9pp |
| Employer contribution / active EE | $2,651 | $5,364-50.6% | $5,046-47.5% | $5,055-47.6% |
| Participant deferral / active EE | $3,314 | $8,643-61.7% | $8,276-60.0% | $6,977-52.5% |
| Admin fee / account holder | $55 | $18,429-99.7% | $16,712-99.7% | $19,030-99.7% |