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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 | $12,825 | $202,342-93.7% | $172,753-92.6% | $152,909-91.6% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 14.28% | 1029.88%-1015.6pp | 803.00%-788.7pp | 345.46%-331.2pp |
| Employer contribution / active EE | $1,689 | $5,857-71.2% | $5,144-67.2% | $4,764-64.5% |
| Participant deferral / active EE | $0 | $5,948-100.0% | $5,198-100.0% | $5,851-100.0% |
| Admin fee / account holder | $37 | $17,112-99.8% | $13,956-99.7% | $11,601-99.7% |