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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 | $20,546 | $180,455-88.6% | $154,111-86.7% | $135,377-84.8% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | 159.47% | 888.14%-728.7pp | 735.15%-575.7pp | 519.75%-360.3pp |
| Employer contribution / active EE | $4,561 | $6,035-24.4% | $5,298-13.9% | $4,779-4.5% |
| Participant deferral / active EE | $1,688 | $5,806-70.9% | $5,081-66.8% | $5,609-69.9% |
| Admin fee / account holder | $26 | $16,144-99.8% | $13,411-99.8% | $10,828-99.8% |