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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 | $14,721 | $209,405-93.0% | $178,486-91.8% | $158,931-90.7% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 24.92% | 188.77%-163.8pp | 151.08%-126.2pp | 302.86%-277.9pp |
| Employer contribution / active EE | $7,063 | $5,707+23.8% | $5,011+41.0% | $4,761+48.3% |
| Participant deferral / active EE | $0 | $5,954-100.0% | $5,202-100.0% | $5,982-100.0% |
| Admin fee / account holder | $193 | $17,076-98.9% | $13,985-98.6% | $11,247-98.3% |