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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 | $9,846 | $198,462-95.0% | $170,439-94.2% | $147,585-93.3% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 13.19% | 257.30%-244.1pp | 205.94%-192.8pp | 578.58%-565.4pp |
| Employer contribution / active EE | $1,702 | $6,184-72.5% | $5,433-68.7% | $4,876-65.1% |
| Participant deferral / active EE | $0 | $5,629-100.0% | $4,939-100.0% | $5,439-100.0% |
| Admin fee / account holder | $127 | $16,852-99.2% | $13,881-99.1% | $10,886-98.8% |