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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 | $5,750 | $165,361-96.5% | $149,715-96.2% | $158,950-96.4% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 56.13% | 348.24%-292.1pp | 276.66%-220.5pp | 302.91%-246.8pp |
| Employer contribution / active EE | $1,308 | $5,103-74.4% | $4,645-71.8% | $4,762-72.5% |
| Participant deferral / active EE | $2,210 | $7,182-69.2% | $6,842-67.7% | $5,983-63.1% |
| Admin fee / account holder | $23 | $10,808-99.8% | $9,310-99.8% | $11,248-99.8% |