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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 | $18,665 | $226,090-91.7% | $182,531-89.8% | $152,885-87.8% |
| Participation rate | 92.3% | 82.5%+9.8pp | 78.0%+14.3pp | 82.5%+9.9pp |
| Annual return | 29.39% | 192.57%-163.2pp | 148.57%-119.2pp | 345.39%-316.0pp |
| Employer contribution / active EE | $1,844 | $4,978-63.0% | $4,075-54.8% | $4,763-61.3% |
| Participant deferral / active EE | $0 | $6,369-100.0% | $5,525-100.0% | $5,851-100.0% |
| Admin fee / account holder | $6 | $10,705-99.9% | $8,593-99.9% | $11,598-100.0% |