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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 | $11,891 | $150,446-92.1% | $136,297-91.3% | $147,585-91.9% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 17.85% | 1049.14%-1031.3pp | 5156.19%-5138.3pp | 578.58%-560.7pp |
| Employer contribution / active EE | $2,714 | $5,256-48.4% | $4,696-42.2% | $4,876-44.4% |
| Participant deferral / active EE | $1,987 | $6,631-70.0% | $6,247-68.2% | $5,439-63.5% |
| Admin fee / account holder | $87 | $10,906-99.2% | $9,244-99.1% | $10,886-99.2% |