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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 | $211,105-95.0% | $178,449-94.1% | $145,978-92.8% |
| Participation rate | 91.7% | 80.8%+10.9pp | 77.1%+14.6pp | 80.3%+11.4pp |
| Annual return | 184.29% | 30.19%+154.1pp | 27.09%+157.2pp | 550.52%-366.2pp |
| Employer contribution / active EE | $4,922 | $4,569+7.7% | $3,951+24.6% | $4,662+5.6% |
| Participant deferral / active EE | $0 | $6,959-100.0% | $6,277-100.0% | $6,690-100.0% |
| Admin fee / account holder | $15 | $12,017-99.9% | $10,362-99.9% | $13,400-99.9% |