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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 | $9,059 | $180,462-95.0% | $154,111-94.1% | $135,379-93.3% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | 2.37% | 888.17%-885.8pp | 735.18%-732.8pp | 519.79%-517.4pp |
| Employer contribution / active EE | $1,591 | $6,036-73.6% | $5,298-70.0% | $4,779-66.7% |
| Participant deferral / active EE | $133 | $5,806-97.7% | $5,081-97.4% | $5,609-97.6% |
| Admin fee / account holder | $60 | $16,145-99.6% | $13,411-99.6% | $10,828-99.4% |