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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 | $23,645 | $144,130-83.6% | $117,861-79.9% | $147,586-84.0% |
| Participation rate | 100.0% | 83.4%+16.6pp | 79.7%+20.3pp | 82.8%+17.2pp |
| Annual return | 12.02% | 531.20%-519.2pp | 335.11%-323.1pp | 578.59%-566.6pp |
| Employer contribution / active EE | $6,919 | $4,897+41.3% | $3,786+82.7% | $4,876+41.9% |
| Participant deferral / active EE | $0 | $5,316-100.0% | $4,482-100.0% | $5,439-100.0% |
| Admin fee / account holder | $140 | $10,887-98.7% | $8,021-98.3% | $10,886-98.7% |