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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 | $11,384 | $175,259-93.5% | $149,723-92.4% | $139,487-91.8% |
| Participation rate | 87.5% | 83.4%+4.1pp | 78.8%+8.7pp | 80.3%+7.2pp |
| Annual return | 12.11% | 166.82%-154.7pp | 134.50%-122.4pp | 373.84%-361.7pp |
| Employer contribution / active EE | $1,234 | $5,478-77.5% | $4,821-74.4% | $4,755-74.0% |
| Participant deferral / active EE | $0 | $6,522-100.0% | $5,682-100.0% | $6,713-100.0% |
| Admin fee / account holder | $4 | $16,158-100.0% | $13,215-100.0% | $11,407-100.0% |