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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 | $15,480 | $160,028-90.3% | $147,080-89.5% | $145,884-89.4% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 59.63% | 98.60%-39.0pp | 420.17%-360.5pp | 551.85%-492.2pp |
| Employer contribution / active EE | $1,588 | $5,286-70.0% | $4,933-67.8% | $4,662-66.0% |
| Participant deferral / active EE | $1,588 | $8,422-81.2% | $8,066-80.3% | $6,690-76.3% |
| Admin fee / account holder | $0 | $15,030-100.0% | $12,989-100.0% | $13,392-100.0% |