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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 | $24,771 | $209,425-88.2% | $178,499-86.1% | $158,966-84.4% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 11.69% | 188.80%-177.1pp | 151.10%-139.4pp | 302.95%-291.3pp |
| Employer contribution / active EE | $2,583 | $5,707-54.7% | $5,011-48.5% | $4,762-45.8% |
| Participant deferral / active EE | $0 | $5,955-100.0% | $5,202-100.0% | $5,983-100.0% |
| Admin fee / account holder | $252 | $17,078-98.5% | $13,986-98.2% | $11,250-97.8% |