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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 | $8,210 | $175,231-95.3% | $149,696-94.5% | $139,466-94.1% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 10.79% | 166.77%-156.0pp | 134.46%-123.7pp | 373.66%-362.9pp |
| Employer contribution / active EE | $2,671 | $5,478-51.2% | $4,821-44.6% | $4,754-43.8% |
| Participant deferral / active EE | $0 | $6,521-100.0% | $5,682-100.0% | $6,712-100.0% |
| Admin fee / account holder | $9 | $16,155-99.9% | $13,212-99.9% | $11,409-99.9% |