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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 | $14,675 | $175,231-91.6% | $149,696-90.2% | $139,466-89.5% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 11.72% | 166.77%-155.0pp | 134.46%-122.7pp | 373.66%-361.9pp |
| Employer contribution / active EE | $3,214 | $5,478-41.3% | $4,821-33.3% | $4,754-32.4% |
| Participant deferral / active EE | $0 | $6,521-100.0% | $5,682-100.0% | $6,712-100.0% |
| Admin fee / account holder | $122 | $16,155-99.2% | $13,212-99.1% | $11,409-98.9% |