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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 | $165,584-95.3% | $142,942-94.6% | $137,256-94.4% |
| Participation rate | 100.0% | 80.1%+19.9pp | 76.8%+23.2pp | 80.0%+20.0pp |
| Annual return | 19.71% | 164.22%-144.5pp | 113.70%-94.0pp | 220.34%-200.6pp |
| Employer contribution / active EE | $1,112 | $4,725-76.5% | $4,139-73.1% | $4,156-73.2% |
| Participant deferral / active EE | $1,149 | $8,194-86.0% | $7,128-83.9% | $6,407-82.1% |
| Admin fee / account holder | $16 | $16,167-99.9% | $12,475-99.9% | $12,270-99.9% |