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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 | $4,028 | $160,040-97.5% | $147,096-97.3% | $145,877-97.2% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 18.30% | 98.49%-80.2pp | 419.75%-401.5pp | 551.28%-533.0pp |
| Employer contribution / active EE | $1,650 | $5,289-68.8% | $4,936-66.6% | $4,663-64.6% |
| Participant deferral / active EE | $1,683 | $8,429-80.0% | $8,071-79.1% | $6,691-74.8% |
| Admin fee / account holder | $27 | $15,050-99.8% | $13,005-99.8% | $13,402-99.8% |