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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 | $15,760 | $209,425-92.5% | $178,499-91.2% | $158,966-90.1% |
| Participation rate | 87.5% | 86.4%+1.1pp | 81.9%+5.6pp | 82.0%+5.5pp |
| Annual return | 16.92% | 188.80%-171.9pp | 151.10%-134.2pp | 302.95%-286.0pp |
| Employer contribution / active EE | $1,653 | $5,707-71.0% | $5,011-67.0% | $4,762-65.3% |
| Participant deferral / active EE | $0 | $5,955-100.0% | $5,202-100.0% | $5,983-100.0% |
| Admin fee / account holder | $122 | $17,078-99.3% | $13,986-99.1% | $11,250-98.9% |