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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 | $15,849 | $160,040-90.1% | $147,096-89.2% | $145,877-89.1% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 9.78% | 98.49%-88.7pp | 419.75%-410.0pp | 551.28%-541.5pp |
| Employer contribution / active EE | $5,344 | $5,289+1.0% | $4,936+8.3% | $4,663+14.6% |
| Participant deferral / active EE | $0 | $8,429-100.0% | $8,071-100.0% | $6,691-100.0% |
| Admin fee / account holder | $123 | $15,050-99.2% | $13,005-99.1% | $13,402-99.1% |