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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 | $19,056 | $202,345-90.6% | $172,755-89.0% | $152,885-87.5% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 15.31% | 1029.77%-1014.5pp | 802.94%-787.6pp | 345.39%-330.1pp |
| Employer contribution / active EE | $2,365 | $5,858-59.6% | $5,144-54.0% | $4,763-50.4% |
| Participant deferral / active EE | $467 | $5,948-92.2% | $5,198-91.0% | $5,851-92.0% |
| Admin fee / account holder | $56 | $17,111-99.7% | $13,955-99.6% | $11,598-99.5% |