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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 | $9,228 | $209,874-95.6% | $189,537-95.1% | $167,536-94.5% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 9.20% | 748.61%-739.4pp | 555.34%-546.1pp | 478.82%-469.6pp |
| Employer contribution / active EE | $2,101 | $6,913-69.6% | $6,161-65.9% | $4,839-56.6% |
| Participant deferral / active EE | $0 | $8,934-100.0% | $8,220-100.0% | $6,342-100.0% |
| Admin fee / account holder | $152 | $14,299-98.9% | $12,048-98.7% | $12,315-98.8% |