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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 | $7,748 | $182,823-95.8% | $161,596-95.2% | $198,609-96.1% |
| Participation rate | 100.0% | 81.5%+18.5pp | 80.7%+19.3pp | 82.4%+17.6pp |
| Annual return | 19.71% | 484.64%-464.9pp | 389.92%-370.2pp | 202.70%-183.0pp |
| Employer contribution / active EE | $1,112 | $4,109-72.9% | $3,977-72.0% | $5,055-78.0% |
| Participant deferral / active EE | $1,149 | $7,056-83.7% | $6,750-83.0% | $6,977-83.5% |
| Admin fee / account holder | $16 | $15,687-99.9% | $13,161-99.9% | $19,030-99.9% |