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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 | $17,365 | $150,346-88.4% | $120,524-85.6% | $145,877-88.1% |
| Participation rate | 90.9% | 78.8%+12.1pp | 71.9%+19.0pp | 80.3%+10.6pp |
| Annual return | 12.80% | 154.40%-141.6pp | 107.36%-94.6pp | 551.28%-538.5pp |
| Employer contribution / active EE | $12,707 | $4,353+191.9% | $3,469+266.3% | $4,663+172.5% |
| Participant deferral / active EE | $0 | $6,172-100.0% | $4,994-100.0% | $6,691-100.0% |
| Admin fee / account holder | $57 | $12,215-99.5% | $9,440-99.4% | $13,402-99.6% |