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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 | $6,264 | $176,105-96.4% | $159,474-96.1% | $167,536-96.3% |
| Participation rate | 100.0% | 85.0%+15.0pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 27.01% | 331.91%-304.9pp | 263.68%-236.7pp | 478.82%-451.8pp |
| Employer contribution / active EE | $1,552 | $5,299-70.7% | $4,831-67.9% | $4,839-67.9% |
| Participant deferral / active EE | $1,552 | $7,751-80.0% | $7,353-78.9% | $6,342-75.5% |
| Admin fee / account holder | $4 | $12,559-100.0% | $10,802-100.0% | $12,315-100.0% |