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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 | $4,588 | $202,342-97.7% | $172,753-97.3% | $152,909-97.0% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 63.10% | 1029.88%-966.8pp | 803.00%-739.9pp | 345.46%-282.4pp |
| Employer contribution / active EE | $1,600 | $5,857-72.7% | $5,144-68.9% | $4,764-66.4% |
| Participant deferral / active EE | $1,600 | $5,948-73.1% | $5,198-69.2% | $5,851-72.7% |
| Admin fee / account holder | $12 | $17,112-99.9% | $13,956-99.9% | $11,601-99.9% |