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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 | $7,293 | $175,231-95.8% | $149,696-95.1% | $139,466-94.8% |
| Participation rate | 87.5% | 83.4%+4.1pp | 78.8%+8.7pp | 80.3%+7.2pp |
| Annual return | 12.47% | 166.77%-154.3pp | 134.46%-122.0pp | 373.66%-361.2pp |
| Employer contribution / active EE | $2,079 | $5,478-62.0% | $4,821-56.9% | $4,754-56.3% |
| Participant deferral / active EE | $0 | $6,521-100.0% | $5,682-100.0% | $6,712-100.0% |
| Admin fee / account holder | $16 | $16,155-99.9% | $13,212-99.9% | $11,409-99.9% |