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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 | $24,621 | $180,462-86.4% | $154,111-84.0% | $135,379-81.8% |
| Participation rate | 85.7% | 87.4%-1.7pp | 83.0%+2.7pp | 82.6%+3.1pp |
| Annual return | -0.28% | 888.17%-888.5pp | 735.18%-735.5pp | 519.79%-520.1pp |
| Employer contribution / active EE | $7,143 | $6,036+18.3% | $5,298+34.8% | $4,779+49.5% |
| Participant deferral / active EE | $0 | $5,806-100.0% | $5,081-100.0% | $5,609-100.0% |
| Admin fee / account holder | $147 | $16,145-99.1% | $13,411-98.9% | $10,828-98.6% |