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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 | $13,637 | $217,432-93.7% | $185,851-92.7% | $167,553-91.9% |
| Participation rate | 100.0% | 86.1%+13.9pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 15.18% | 148.43%-133.2pp | 122.11%-106.9pp | 478.89%-463.7pp |
| Employer contribution / active EE | $6,202 | $5,874+5.6% | $5,168+20.0% | $4,840+28.2% |
| Participant deferral / active EE | $0 | $6,357-100.0% | $5,569-100.0% | $6,343-100.0% |
| Admin fee / account holder | $21 | $19,820-99.9% | $16,245-99.9% | $12,316-99.8% |