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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 | $14,969 | $202,342-92.6% | $172,753-91.3% | $152,909-90.2% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 13.14% | 1029.88%-1016.7pp | 803.00%-789.9pp | 345.46%-332.3pp |
| Employer contribution / active EE | $3,085 | $5,857-47.3% | $5,144-40.0% | $4,764-35.2% |
| Participant deferral / active EE | $0 | $5,948-100.0% | $5,198-100.0% | $5,851-100.0% |
| Admin fee / account holder | $98 | $17,112-99.4% | $13,956-99.3% | $11,601-99.2% |