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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 | $21,758 | $209,422-89.6% | $178,503-87.8% | $158,982-86.3% |
| Participation rate | 86.7% | 86.4%+0.3pp | 81.9%+4.7pp | 82.0%+4.7pp |
| Annual return | 6.40% | 188.81%-182.4pp | 151.12%-144.7pp | 302.99%-296.6pp |
| Employer contribution / active EE | $1,871 | $5,707-67.2% | $5,011-62.7% | $4,763-60.7% |
| Participant deferral / active EE | $0 | $5,955-100.0% | $5,202-100.0% | $5,983-100.0% |
| Admin fee / account holder | $113 | $17,079-99.3% | $13,987-99.2% | $11,252-99.0% |