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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 | $11,087 | $144,130-92.3% | $117,861-90.6% | $147,586-92.5% |
| Participation rate | 100.0% | 83.4%+16.6pp | 79.7%+20.3pp | 82.8%+17.2pp |
| Annual return | 9.79% | 531.20%-521.4pp | 335.11%-325.3pp | 578.59%-568.8pp |
| Employer contribution / active EE | $3,662 | $4,897-25.2% | $3,786-3.3% | $4,876-24.9% |
| Participant deferral / active EE | $0 | $5,316-100.0% | $4,482-100.0% | $5,439-100.0% |
| Admin fee / account holder | $23 | $10,887-99.8% | $8,021-99.7% | $10,886-99.8% |