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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 | $8,514 | $176,077-95.2% | $159,455-94.7% | $167,518-94.9% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 15.93% | 331.83%-315.9pp | 263.63%-247.7pp | 478.71%-462.8pp |
| Employer contribution / active EE | $2,298 | $5,298-56.6% | $4,830-52.4% | $4,838-52.5% |
| Participant deferral / active EE | $559 | $7,751-92.8% | $7,353-92.4% | $6,342-91.2% |
| Admin fee / account holder | $0 | $12,556-100.0% | $10,800-100.0% | $12,312-100.0% |