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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 | $150,207-88.4% | $120,380-85.6% | $145,978-88.1% |
| Participation rate | 90.9% | 78.8%+12.1pp | 71.9%+19.0pp | 80.3%+10.6pp |
| Annual return | 12.80% | 154.28%-141.5pp | 107.28%-94.5pp | 550.52%-537.7pp |
| Employer contribution / active EE | $12,707 | $4,351+192.1% | $3,465+266.7% | $4,662+172.6% |
| Participant deferral / active EE | $0 | $6,175-100.0% | $4,992-100.0% | $6,690-100.0% |
| Admin fee / account holder | $57 | $12,203-99.5% | $9,421-99.4% | $13,400-99.6% |