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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 | $2,048 | $183,988-98.9% | $162,177-98.7% | $152,897-98.7% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.5%+17.5pp |
| Annual return | 34.41% | 150.79%-116.4pp | 115.60%-81.2pp | 345.43%-311.0pp |
| Employer contribution / active EE | $3,371 | $6,370-47.1% | $5,613-39.9% | $4,764-29.2% |
| Participant deferral / active EE | $150 | $8,032-98.1% | $7,297-97.9% | $5,851-97.4% |
| Admin fee / account holder | $0 | $13,123-100.0% | $10,843-100.0% | $11,599-100.0% |