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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 | $20,436 | $183,988-88.9% | $162,177-87.4% | $152,897-86.6% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.5%+17.5pp |
| Annual return | 13.07% | 150.79%-137.7pp | 115.60%-102.5pp | 345.43%-332.4pp |
| Employer contribution / active EE | $8,043 | $6,370+26.3% | $5,613+43.3% | $4,764+68.8% |
| Participant deferral / active EE | $1,085 | $8,032-86.5% | $7,297-85.1% | $5,851-81.4% |
| Admin fee / account holder | $0 | $13,123-100.0% | $10,843-100.0% | $11,599-100.0% |