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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 | $17,289 | $226,135-92.4% | $182,558-90.5% | $152,909-88.7% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.0%+22.0pp | 82.5%+17.5pp |
| Annual return | 12.03% | 192.60%-180.6pp | 148.59%-136.6pp | 345.46%-333.4pp |
| Employer contribution / active EE | $2,957 | $4,979-40.6% | $4,076-27.5% | $4,764-37.9% |
| Participant deferral / active EE | $0 | $6,371-100.0% | $5,526-100.0% | $5,851-100.0% |
| Admin fee / account holder | $284 | $10,707-97.3% | $8,594-96.7% | $11,601-97.6% |