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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 | $11,496 | $144,130-92.0% | $117,861-90.2% | $147,586-92.2% |
| Participation rate | 88.9% | 83.4%+5.5pp | 79.7%+9.2pp | 82.8%+6.1pp |
| Annual return | 8.78% | 531.20%-522.4pp | 335.11%-326.3pp | 578.59%-569.8pp |
| Employer contribution / active EE | $3,069 | $4,897-37.3% | $3,786-18.9% | $4,876-37.1% |
| Participant deferral / active EE | $0 | $5,316-100.0% | $4,482-100.0% | $5,439-100.0% |
| Admin fee / account holder | $27 | $10,887-99.8% | $8,021-99.7% | $10,886-99.8% |