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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 | $1,295 | $175,231-99.3% | $149,696-99.1% | $139,466-99.1% |
| Participation rate | 87.5% | 83.4%+4.1pp | 78.8%+8.7pp | 80.3%+7.2pp |
| Annual return | 33.70% | 166.77%-133.1pp | 134.46%-100.8pp | 373.66%-340.0pp |
| Employer contribution / active EE | $0 | $5,478-100.0% | $4,821-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $780 | $6,521-88.0% | $5,682-86.3% | $6,712-88.4% |
| Admin fee / account holder | $123 | $16,155-99.2% | $13,212-99.1% | $11,409-98.9% |