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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 | $3,502 | $156,398-97.8% | $147,318-97.6% | $138,895-97.5% |
| Participation rate | 93.8% | 83.8%+10.0pp | 82.1%+11.7pp | 79.9%+13.8pp |
| Annual return | 0.00% | 78.75%-78.7pp | 70.43%-70.4pp | 145.39%-145.4pp |
| Employer contribution / active EE | $1,222 | $4,853-74.8% | $4,593-73.4% | $4,194-70.9% |
| Participant deferral / active EE | $2,064 | $8,237-74.9% | $7,906-73.9% | $6,396-67.7% |
| Admin fee / account holder | $19 | $14,976-99.9% | $13,708-99.9% | $12,562-99.8% |