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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 | $14,048 | $198,462-92.9% | $170,439-91.8% | $147,585-90.5% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 18.46% | 257.30%-238.8pp | 205.94%-187.5pp | 578.58%-560.1pp |
| Employer contribution / active EE | $3,333 | $6,184-46.1% | $5,433-38.6% | $4,876-31.6% |
| Participant deferral / active EE | $819 | $5,629-85.4% | $4,939-83.4% | $5,439-84.9% |
| Admin fee / account holder | $0 | $16,852-100.0% | $13,881-100.0% | $10,886-100.0% |