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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 | $10,369 | $202,342-94.9% | $172,753-94.0% | $152,909-93.2% |
| Participation rate | 95.5% | 87.1%+8.4pp | 82.6%+12.8pp | 82.5%+13.0pp |
| Annual return | 13.84% | 1029.88%-1016.0pp | 803.00%-789.2pp | 345.46%-331.6pp |
| Employer contribution / active EE | $1,404 | $5,857-76.0% | $5,144-72.7% | $4,764-70.5% |
| Participant deferral / active EE | $0 | $5,948-100.0% | $5,198-100.0% | $5,851-100.0% |
| Admin fee / account holder | $67 | $17,112-99.6% | $13,956-99.5% | $11,601-99.4% |