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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 | $16,065 | $150,435-89.3% | $120,580-86.7% | $145,897-89.0% |
| Participation rate | 100.0% | 78.8%+21.2pp | 72.0%+28.0pp | 80.3%+19.7pp |
| Annual return | 19.94% | 154.60%-134.7pp | 107.48%-87.5pp | 552.29%-532.4pp |
| Employer contribution / active EE | $1,214 | $4,352-72.1% | $3,469-65.0% | $4,663-74.0% |
| Participant deferral / active EE | $490 | $6,174-92.1% | $4,995-90.2% | $6,689-92.7% |
| Admin fee / account holder | $11 | $12,182-99.9% | $9,418-99.9% | $13,390-99.9% |