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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 | $10,416 | $198,462-94.8% | $170,439-93.9% | $147,585-92.9% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 15.63% | 257.30%-241.7pp | 205.94%-190.3pp | 578.58%-563.0pp |
| Employer contribution / active EE | $3,904 | $6,184-36.9% | $5,433-28.1% | $4,876-19.9% |
| Participant deferral / active EE | $548 | $5,629-90.3% | $4,939-88.9% | $5,439-89.9% |
| Admin fee / account holder | $10 | $16,852-99.9% | $13,881-99.9% | $10,886-99.9% |