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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 | $13,137 | $209,405-93.7% | $178,486-92.6% | $158,931-91.7% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 12.44% | 188.77%-176.3pp | 151.08%-138.6pp | 302.86%-290.4pp |
| Employer contribution / active EE | $1,628 | $5,707-71.5% | $5,011-67.5% | $4,761-65.8% |
| Participant deferral / active EE | $0 | $5,954-100.0% | $5,202-100.0% | $5,982-100.0% |
| Admin fee / account holder | $139 | $17,076-99.2% | $13,985-99.0% | $11,247-98.8% |