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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 | $12,857 | $175,259-92.7% | $149,723-91.4% | $139,487-90.8% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 14.94% | 166.82%-151.9pp | 134.50%-119.6pp | 373.84%-358.9pp |
| Employer contribution / active EE | $2,237 | $5,478-59.2% | $4,821-53.6% | $4,755-53.0% |
| Participant deferral / active EE | $0 | $6,522-100.0% | $5,682-100.0% | $6,713-100.0% |
| Admin fee / account holder | $74 | $16,158-99.5% | $13,215-99.4% | $11,407-99.4% |