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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 | $4,292 | $160,028-97.3% | $147,080-97.1% | $145,884-97.1% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 22.75% | 98.60%-75.8pp | 420.17%-397.4pp | 551.85%-529.1pp |
| Employer contribution / active EE | $1,555 | $5,286-70.6% | $4,933-68.5% | $4,662-66.7% |
| Participant deferral / active EE | $1,851 | $8,422-78.0% | $8,066-77.1% | $6,690-72.3% |
| Admin fee / account holder | $92 | $15,030-99.4% | $12,989-99.3% | $13,392-99.3% |