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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 | $11,313 | $160,070-92.9% | $147,117-92.3% | $145,897-92.2% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 25.52% | 98.69%-73.2pp | 420.54%-395.0pp | 552.29%-526.8pp |
| Employer contribution / active EE | $5,157 | $5,285-2.4% | $4,932+4.5% | $4,663+10.6% |
| Participant deferral / active EE | $2,578 | $8,419-69.4% | $8,065-68.0% | $6,689-61.5% |
| Admin fee / account holder | $0 | $15,035-100.0% | $12,993-100.0% | $13,390-100.0% |