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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 | $25,764 | $160,059-83.9% | $140,019-81.6% | $135,380-81.0% |
| Participation rate | 89.5% | 88.5%+0.9pp | 87.5%+2.0pp | 82.6%+6.8pp |
| Annual return | 2.34% | 911.48%-909.1pp | 651.17%-648.8pp | 519.81%-517.5pp |
| Employer contribution / active EE | $2,194 | $6,420-65.8% | $5,605-60.9% | $4,779-54.1% |
| Participant deferral / active EE | $0 | $7,641-100.0% | $6,927-100.0% | $5,609-100.0% |
| Admin fee / account holder | $26 | $13,328-99.8% | $10,705-99.8% | $10,828-99.8% |