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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 | $3,131 | $160,040-98.0% | $147,096-97.9% | $145,877-97.9% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 34.65% | 98.49%-63.8pp | 419.75%-385.1pp | 551.28%-516.6pp |
| Employer contribution / active EE | $0 | $5,289-100.0% | $4,936-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $1,958 | $8,429-76.8% | $8,071-75.7% | $6,691-70.7% |
| Admin fee / account holder | $160 | $15,050-98.9% | $13,005-98.8% | $13,402-98.8% |