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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 | $16,096 | $217,432-92.6% | $185,851-91.3% | $167,553-90.4% |
| Participation rate | 94.4% | 86.1%+8.4pp | 81.7%+12.7pp | 82.1%+12.3pp |
| Annual return | 50.40% | 148.43%-98.0pp | 122.11%-71.7pp | 478.89%-428.5pp |
| Employer contribution / active EE | $1,634 | $5,874-72.2% | $5,168-68.4% | $4,840-66.2% |
| Participant deferral / active EE | $0 | $6,357-100.0% | $5,569-100.0% | $6,343-100.0% |
| Admin fee / account holder | $0 | $19,820-100.0% | $16,245-100.0% | $12,316-100.0% |