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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 | $4,574 | $148,623-96.9% | $135,974-96.6% | $139,466-96.7% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 46.09% | 79.30%-33.2pp | 68.30%-22.2pp | 373.66%-327.6pp |
| Employer contribution / active EE | $1,274 | $5,246-75.7% | $4,859-73.8% | $4,754-73.2% |
| Participant deferral / active EE | $1,592 | $8,103-80.4% | $7,760-79.5% | $6,712-76.3% |
| Admin fee / account holder | $5 | $12,406-100.0% | $10,767-100.0% | $11,409-100.0% |