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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 | $11,318 | $176,105-93.6% | $159,474-92.9% | $167,536-93.2% |
| Participation rate | 100.0% | 85.0%+15.0pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 13.27% | 331.91%-318.6pp | 263.68%-250.4pp | 478.82%-465.5pp |
| Employer contribution / active EE | $3,436 | $5,299-35.2% | $4,831-28.9% | $4,839-29.0% |
| Participant deferral / active EE | $1,238 | $7,751-84.0% | $7,353-83.2% | $6,342-80.5% |
| Admin fee / account holder | $9 | $12,559-99.9% | $10,802-99.9% | $12,315-99.9% |