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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 | $4,286 | $202,342-97.9% | $172,752-97.5% | $152,897-97.2% |
| Participation rate | 91.7% | 87.1%+4.6pp | 82.6%+9.0pp | 82.5%+9.2pp |
| Annual return | 105.46% | 1029.83%-924.4pp | 802.97%-697.5pp | 345.43%-240.0pp |
| Employer contribution / active EE | $1,655 | $5,858-71.7% | $5,144-67.8% | $4,764-65.3% |
| Participant deferral / active EE | $2,063 | $5,948-65.3% | $5,198-60.3% | $5,851-64.7% |
| Admin fee / account holder | $0 | $17,111-100.0% | $13,955-100.0% | $11,599-100.0% |