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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 | $27,062 | $202,342-86.6% | $172,753-84.3% | $152,909-82.3% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 25.90% | 1029.88%-1004.0pp | 803.00%-777.1pp | 345.46%-319.6pp |
| Employer contribution / active EE | $6,033 | $5,857+3.0% | $5,144+17.3% | $4,764+26.6% |
| Participant deferral / active EE | $1,522 | $5,948-74.4% | $5,198-70.7% | $5,851-74.0% |
| Admin fee / account holder | $149 | $17,112-99.1% | $13,956-98.9% | $11,601-98.7% |