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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 | $6,650 | $138,076-95.2% | $123,553-94.6% | $135,380-95.1% |
| Participation rate | 91.7% | 84.7%+6.9pp | 82.3%+9.4pp | 82.6%+9.0pp |
| Annual return | 42.16% | 153.70%-111.5pp | 119.21%-77.0pp | 519.81%-477.6pp |
| Employer contribution / active EE | $1,056 | $5,152-79.5% | $4,628-77.2% | $4,779-77.9% |
| Participant deferral / active EE | $1,688 | $6,800-75.2% | $6,426-73.7% | $5,609-69.9% |
| Admin fee / account holder | $17 | $10,917-99.8% | $9,284-99.8% | $10,828-99.8% |