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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 | $21,245 | $184,000-88.5% | $162,185-86.9% | $152,909-86.1% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.5%+17.5pp |
| Annual return | 42.07% | 150.80%-108.7pp | 115.61%-73.5pp | 345.46%-303.4pp |
| Employer contribution / active EE | $12,500 | $6,370+96.2% | $5,613+122.7% | $4,764+162.4% |
| Participant deferral / active EE | $0 | $8,033-100.0% | $7,297-100.0% | $5,851-100.0% |
| Admin fee / account holder | $10 | $13,124-99.9% | $10,844-99.9% | $11,601-99.9% |