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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 | $15,048 | $166,020-90.9% | $164,866-90.9% | $145,959-89.7% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 11.94% | 100.08%-88.1pp | 69.97%-58.0pp | 561.95%-550.0pp |
| Employer contribution / active EE | $0 | $5,275-100.0% | $4,343-100.0% | $4,661-100.0% |
| Participant deferral / active EE | $256 | $6,961-96.3% | $6,033-95.8% | $6,689-96.2% |
| Admin fee / account holder | $14 | $16,644-99.9% | $12,689-99.9% | $13,398-99.9% |