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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 | $9,429 | $217,432-95.7% | $185,851-94.9% | $167,553-94.4% |
| Participation rate | 91.7% | 86.1%+5.6pp | 81.7%+10.0pp | 82.1%+9.6pp |
| Annual return | 9.26% | 148.43%-139.2pp | 122.11%-112.8pp | 478.89%-469.6pp |
| Employer contribution / active EE | $2,675 | $5,874-54.5% | $5,168-48.2% | $4,840-44.7% |
| Participant deferral / active EE | $0 | $6,357-100.0% | $5,569-100.0% | $6,343-100.0% |
| Admin fee / account holder | $177 | $19,820-99.1% | $16,245-98.9% | $12,316-98.6% |