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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 | $10,560 | $211,288-95.0% | $178,540-94.1% | $145,884-92.8% |
| Participation rate | 91.7% | 80.8%+10.9pp | 77.1%+14.6pp | 80.3%+11.4pp |
| Annual return | 184.29% | 30.27%+154.0pp | 27.15%+157.1pp | 551.85%-367.6pp |
| Employer contribution / active EE | $4,922 | $4,574+7.6% | $3,953+24.5% | $4,662+5.6% |
| Participant deferral / active EE | $0 | $6,967-100.0% | $6,281-100.0% | $6,690-100.0% |
| Admin fee / account holder | $15 | $12,105-99.9% | $10,424-99.9% | $13,392-99.9% |