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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 | $13,865 | $198,461-93.0% | $170,436-91.9% | $147,585-90.6% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 11.20% | 257.30%-246.1pp | 205.94%-194.7pp | 578.57%-567.4pp |
| Employer contribution / active EE | $1,888 | $6,184-69.5% | $5,433-65.3% | $4,876-61.3% |
| Participant deferral / active EE | $1,454 | $5,629-74.2% | $4,939-70.6% | $5,439-73.3% |
| Admin fee / account holder | $62 | $16,852-99.6% | $13,880-99.6% | $10,885-99.4% |