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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 | $19,899 | $217,432-90.8% | $185,851-89.3% | $167,553-88.1% |
| Participation rate | 72.7% | 86.1%-13.3pp | 81.7%-9.0pp | 82.1%-9.4pp |
| Annual return | 177.90% | 148.43%+29.5pp | 122.11%+55.8pp | 478.89%-301.0pp |
| Employer contribution / active EE | $1,779 | $5,874-69.7% | $5,168-65.6% | $4,840-63.2% |
| Participant deferral / active EE | $1,835 | $6,357-71.1% | $5,569-67.0% | $6,343-71.1% |
| Admin fee / account holder | $61 | $19,820-99.7% | $16,245-99.6% | $12,316-99.5% |