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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 | $8,821 | $202,342-95.6% | $172,752-94.9% | $152,897-94.2% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 13.83% | 1029.83%-1016.0pp | 802.97%-789.1pp | 345.43%-331.6pp |
| Employer contribution / active EE | $0 | $5,858-100.0% | $5,144-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $328 | $5,948-94.5% | $5,198-93.7% | $5,851-94.4% |
| Admin fee / account holder | $237 | $17,111-98.6% | $13,955-98.3% | $11,599-98.0% |