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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 | $2,436 | $175,259-98.6% | $149,723-98.4% | $139,487-98.3% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 59.70% | 166.82%-107.1pp | 134.50%-74.8pp | 373.84%-314.1pp |
| Employer contribution / active EE | $1,506 | $5,478-72.5% | $4,821-68.8% | $4,755-68.3% |
| Participant deferral / active EE | $1,663 | $6,522-74.5% | $5,682-70.7% | $6,713-75.2% |
| Admin fee / account holder | $12 | $16,158-99.9% | $13,215-99.9% | $11,407-99.9% |