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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 | $4,242 | $176,077-97.6% | $159,455-97.3% | $167,518-97.5% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 19.97% | 331.83%-311.9pp | 263.63%-243.7pp | 478.71%-458.7pp |
| Employer contribution / active EE | $1,504 | $5,298-71.6% | $4,830-68.9% | $4,838-68.9% |
| Participant deferral / active EE | $1,547 | $7,751-80.0% | $7,353-79.0% | $6,342-75.6% |
| Admin fee / account holder | $48 | $12,556-99.6% | $10,800-99.6% | $12,312-99.6% |