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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 | $16,220 | $202,342-92.0% | $172,753-90.6% | $152,909-89.4% |
| Participation rate | 75.0% | 87.1%-12.1pp | 82.6%-7.6pp | 82.5%-7.5pp |
| Annual return | 14.91% | 1029.88%-1015.0pp | 803.00%-788.1pp | 345.46%-330.6pp |
| Employer contribution / active EE | $2,363 | $5,857-59.7% | $5,144-54.1% | $4,764-50.4% |
| Participant deferral / active EE | $0 | $5,948-100.0% | $5,198-100.0% | $5,851-100.0% |
| Admin fee / account holder | $0 | $17,112-100.0% | $13,956-100.0% | $11,601-100.0% |