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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 | $19,099 | $209,888-90.9% | $189,545-89.9% | $167,553-88.6% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 9.76% | 748.66%-738.9pp | 555.36%-545.6pp | 478.89%-469.1pp |
| Employer contribution / active EE | $2,313 | $6,915-66.5% | $6,162-62.5% | $4,840-52.2% |
| Participant deferral / active EE | $2,889 | $8,934-67.7% | $8,220-64.9% | $6,343-54.5% |
| Admin fee / account holder | $0 | $14,300-100.0% | $12,049-100.0% | $12,316-100.0% |