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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 | $21,302 | $198,457-89.3% | $170,435-87.5% | $147,586-85.6% |
| Participation rate | 90.0% | 88.0%+2.0pp | 83.6%+6.4pp | 82.8%+7.2pp |
| Annual return | 11.59% | 257.30%-245.7pp | 205.94%-194.3pp | 578.59%-567.0pp |
| Employer contribution / active EE | $2,105 | $6,183-66.0% | $5,432-61.2% | $4,876-56.8% |
| Participant deferral / active EE | $0 | $5,629-100.0% | $4,939-100.0% | $5,439-100.0% |
| Admin fee / account holder | $64 | $16,852-99.6% | $13,881-99.5% | $10,886-99.4% |