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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 | $28,263 | $198,462-85.8% | $170,439-83.4% | $147,585-80.8% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 26.87% | 257.30%-230.4pp | 205.94%-179.1pp | 578.58%-551.7pp |
| Employer contribution / active EE | $12,347 | $6,184+99.7% | $5,433+127.3% | $4,876+153.2% |
| Participant deferral / active EE | $1,767 | $5,629-68.6% | $4,939-64.2% | $5,439-67.5% |
| Admin fee / account holder | $179 | $16,852-98.9% | $13,881-98.7% | $10,886-98.4% |