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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 | $9,736 | $202,342-95.2% | $172,752-94.4% | $152,897-93.6% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 16.41% | 1029.83%-1013.4pp | 802.97%-786.6pp | 345.43%-329.0pp |
| Employer contribution / active EE | $3,185 | $5,858-45.6% | $5,144-38.1% | $4,764-33.1% |
| Participant deferral / active EE | $0 | $5,948-100.0% | $5,198-100.0% | $5,851-100.0% |
| Admin fee / account holder | $189 | $17,111-98.9% | $13,955-98.6% | $11,599-98.4% |