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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 | $20,564 | $198,457-89.6% | $170,435-87.9% | $147,586-86.1% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 12.85% | 257.30%-244.5pp | 205.94%-193.1pp | 578.59%-565.7pp |
| Employer contribution / active EE | $5,088 | $6,183-17.7% | $5,432-6.3% | $4,876+4.3% |
| Participant deferral / active EE | $0 | $5,629-100.0% | $4,939-100.0% | $5,439-100.0% |
| Admin fee / account holder | $225 | $16,852-98.7% | $13,881-98.4% | $10,886-97.9% |