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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 | $13,592 | $175,259-92.2% | $149,723-90.9% | $139,487-90.3% |
| Participation rate | 88.9% | 83.4%+5.5pp | 78.8%+10.1pp | 80.3%+8.6pp |
| Annual return | 20.30% | 166.82%-146.5pp | 134.50%-114.2pp | 373.84%-353.5pp |
| Employer contribution / active EE | $4,666 | $5,478-14.8% | $4,821-3.2% | $4,755-1.9% |
| Participant deferral / active EE | $0 | $6,522-100.0% | $5,682-100.0% | $6,713-100.0% |
| Admin fee / account holder | $91 | $16,158-99.4% | $13,215-99.3% | $11,407-99.2% |