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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 | $18,378 | $184,000-90.0% | $162,185-88.7% | $152,909-88.0% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.5%+17.5pp |
| Annual return | 20.03% | 150.80%-130.8pp | 115.61%-95.6pp | 345.46%-325.4pp |
| Employer contribution / active EE | $1,956 | $6,370-69.3% | $5,613-65.1% | $4,764-58.9% |
| Participant deferral / active EE | $867 | $8,033-89.2% | $7,297-88.1% | $5,851-85.2% |
| Admin fee / account holder | $0 | $13,124-100.0% | $10,844-100.0% | $11,601-100.0% |