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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 | $19,197 | $183,988-89.6% | $162,177-88.2% | $152,897-87.4% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.5%+17.5pp |
| Annual return | 20.52% | 150.79%-130.3pp | 115.60%-95.1pp | 345.43%-324.9pp |
| Employer contribution / active EE | $1,980 | $6,370-68.9% | $5,613-64.7% | $4,764-58.4% |
| Participant deferral / active EE | $1,980 | $8,032-75.4% | $7,297-72.9% | $5,851-66.2% |
| Admin fee / account holder | $0 | $13,123-100.0% | $10,843-100.0% | $11,599-100.0% |