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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 | $12,528 | $181,896-93.1% | $156,551-92.0% | $273,972-95.4% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 355.62% | 30.74%+324.9pp | 32.23%+323.4pp | 41.46%+314.2pp |
| Employer contribution / active EE | $5,381 | $6,248-13.9% | $5,501-2.2% | $4,869+10.5% |
| Participant deferral / active EE | $648 | $5,550-88.3% | $4,871-86.7% | $5,287-87.7% |
| Admin fee / account holder | $14 | $15,560-99.9% | $13,028-99.9% | $10,133-99.9% |