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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 | $5,252 | $209,422-97.5% | $178,503-97.1% | $158,982-96.7% |
| Participation rate | 85.7% | 86.4%-0.6pp | 81.9%+3.8pp | 82.0%+3.7pp |
| Annual return | 7.69% | 188.81%-181.1pp | 151.12%-143.4pp | 302.99%-295.3pp |
| Employer contribution / active EE | $1,610 | $5,707-71.8% | $5,011-67.9% | $4,763-66.2% |
| Participant deferral / active EE | $0 | $5,955-100.0% | $5,202-100.0% | $5,983-100.0% |
| Admin fee / account holder | $28 | $17,079-99.8% | $13,987-99.8% | $11,252-99.8% |