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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 | $19,133 | $144,130-86.7% | $117,861-83.8% | $147,586-87.0% |
| Participation rate | 73.3% | 83.4%-10.1pp | 79.7%-6.3pp | 82.8%-9.5pp |
| Annual return | 17.86% | 531.20%-513.3pp | 335.11%-317.2pp | 578.59%-560.7pp |
| Employer contribution / active EE | $3,279 | $4,897-33.0% | $3,786-13.4% | $4,876-32.8% |
| Participant deferral / active EE | $0 | $5,316-100.0% | $4,482-100.0% | $5,439-100.0% |
| Admin fee / account holder | $0 | $10,887-100.0% | $8,021-100.0% | $10,886-100.0% |