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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 | $16,306 | $209,405-92.2% | $178,486-90.9% | $158,931-89.7% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 7.47% | 188.77%-181.3pp | 151.08%-143.6pp | 302.86%-295.4pp |
| Employer contribution / active EE | $1,796 | $5,707-68.5% | $5,011-64.2% | $4,761-62.3% |
| Participant deferral / active EE | $0 | $5,954-100.0% | $5,202-100.0% | $5,982-100.0% |
| Admin fee / account holder | $110 | $17,076-99.4% | $13,985-99.2% | $11,247-99.0% |