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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 | $6,703 | $226,090-97.0% | $182,531-96.3% | $152,885-95.6% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.0%+22.0pp | 82.5%+17.5pp |
| Annual return | 21.65% | 192.57%-170.9pp | 148.57%-126.9pp | 345.39%-323.7pp |
| Employer contribution / active EE | $3,021 | $4,978-39.3% | $4,075-25.9% | $4,763-36.6% |
| Participant deferral / active EE | $0 | $6,369-100.0% | $5,525-100.0% | $5,851-100.0% |
| Admin fee / account holder | $44 | $10,705-99.6% | $8,593-99.5% | $11,598-99.6% |