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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 | $9,478 | $184,000-94.8% | $162,185-94.2% | $152,909-93.8% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.5%+17.5pp |
| Annual return | 19.89% | 150.80%-130.9pp | 115.61%-95.7pp | 345.46%-325.6pp |
| Employer contribution / active EE | $1,684 | $6,370-73.6% | $5,613-70.0% | $4,764-64.7% |
| Participant deferral / active EE | $1,808 | $8,033-77.5% | $7,297-75.2% | $5,851-69.1% |
| Admin fee / account holder | $8 | $13,124-99.9% | $10,844-99.9% | $11,601-99.9% |