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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 | $6,703 | $160,040-95.8% | $147,096-95.4% | $145,877-95.4% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 19.64% | 98.49%-78.9pp | 419.75%-400.1pp | 551.28%-531.6pp |
| Employer contribution / active EE | $1,687 | $5,289-68.1% | $4,936-65.8% | $4,663-63.8% |
| Participant deferral / active EE | $1,825 | $8,429-78.3% | $8,071-77.4% | $6,691-72.7% |
| Admin fee / account holder | $16 | $15,050-99.9% | $13,005-99.9% | $13,402-99.9% |