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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 | $13,478 | $175,212-92.3% | $149,682-91.0% | $139,427-90.3% |
| Participation rate | 81.3% | 83.4%-2.1pp | 78.8%+2.5pp | 80.3%+0.9pp |
| Annual return | 13.19% | 166.63%-153.4pp | 134.35%-121.2pp | 373.27%-360.1pp |
| Employer contribution / active EE | $3,363 | $5,475-38.6% | $4,818-30.2% | $4,752-29.2% |
| Participant deferral / active EE | $0 | $6,520-100.0% | $5,681-100.0% | $6,711-100.0% |
| Admin fee / account holder | $272 | $16,150-98.3% | $13,210-97.9% | $11,404-97.6% |