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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 | $14,730 | $226,105-93.5% | $182,540-91.9% | $152,897-90.4% |
| Participation rate | 88.9% | 82.5%+6.4pp | 78.0%+10.9pp | 82.5%+6.4pp |
| Annual return | 12.01% | 192.58%-180.6pp | 148.58%-136.6pp | 345.43%-333.4pp |
| Employer contribution / active EE | $3,838 | $4,978-22.9% | $4,076-5.8% | $4,764-19.4% |
| Participant deferral / active EE | $0 | $6,370-100.0% | $5,525-100.0% | $5,851-100.0% |
| Admin fee / account holder | $118 | $10,706-98.9% | $8,593-98.6% | $11,599-99.0% |