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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 | $15,861 | $160,028-90.1% | $147,080-89.2% | $145,884-89.1% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 9.73% | 98.60%-88.9pp | 420.17%-410.4pp | 551.85%-542.1pp |
| Employer contribution / active EE | $7,196 | $5,286+36.1% | $4,933+45.9% | $4,662+54.3% |
| Participant deferral / active EE | $0 | $8,422-100.0% | $8,066-100.0% | $6,690-100.0% |
| Admin fee / account holder | $69 | $15,030-99.5% | $12,989-99.5% | $13,392-99.5% |