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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 | $11,810 | $99,009-88.1% | $86,581-86.4% | $147,585-92.0% |
| Participation rate | 95.0% | 76.3%+18.7pp | 73.5%+21.5pp | 82.8%+12.2pp |
| Annual return | 21.37% | 1312.70%-1291.3pp | 965.06%-943.7pp | 578.58%-557.2pp |
| Employer contribution / active EE | $1,923 | $3,132-38.6% | $2,840-32.3% | $4,876-60.6% |
| Participant deferral / active EE | $0 | $3,972-100.0% | $3,609-100.0% | $5,439-100.0% |
| Admin fee / account holder | $143 | $5,709-97.5% | $4,904-97.1% | $10,886-98.7% |