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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 | $5,432 | $180,459-97.0% | $154,108-96.5% | $135,380-96.0% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | 52.31% | 888.21%-835.9pp | 735.21%-682.9pp | 519.81%-467.5pp |
| Employer contribution / active EE | $0 | $6,035-100.0% | $5,298-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $1,939 | $5,806-66.6% | $5,081-61.8% | $5,609-65.4% |
| Admin fee / account holder | $39 | $16,145-99.8% | $13,411-99.7% | $10,828-99.6% |