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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 | $8,967 | $175,259-94.9% | $149,723-94.0% | $139,487-93.6% |
| Participation rate | 83.3% | 83.4%-0.1pp | 78.8%+4.6pp | 80.3%+3.0pp |
| Annual return | 16.77% | 166.82%-150.0pp | 134.50%-117.7pp | 373.84%-357.1pp |
| Employer contribution / active EE | $2,132 | $5,478-61.1% | $4,821-55.8% | $4,755-55.2% |
| Participant deferral / active EE | $0 | $6,522-100.0% | $5,682-100.0% | $6,713-100.0% |
| Admin fee / account holder | $27 | $16,158-99.8% | $13,215-99.8% | $11,407-99.8% |