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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 | $15,662 | $144,130-89.1% | $117,861-86.7% | $147,586-89.4% |
| Participation rate | 100.0% | 83.4%+16.6pp | 79.7%+20.3pp | 82.8%+17.2pp |
| Annual return | 14.98% | 531.20%-516.2pp | 335.11%-320.1pp | 578.59%-563.6pp |
| Employer contribution / active EE | $1,250 | $4,897-74.5% | $3,786-67.0% | $4,876-74.4% |
| Participant deferral / active EE | $0 | $5,316-100.0% | $4,482-100.0% | $5,439-100.0% |
| Admin fee / account holder | $175 | $10,887-98.4% | $8,021-97.8% | $10,886-98.4% |