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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 | $5,792 | $165,381-96.5% | $149,730-96.1% | $158,966-96.4% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 163.14% | 348.29%-185.2pp | 276.70%-113.6pp | 302.95%-139.8pp |
| Employer contribution / active EE | $1,339 | $5,104-73.8% | $4,645-71.2% | $4,762-71.9% |
| Participant deferral / active EE | $1,583 | $7,182-78.0% | $6,843-76.9% | $5,983-73.5% |
| Admin fee / account holder | $7 | $10,809-99.9% | $9,310-99.9% | $11,250-99.9% |