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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 | $2,225 | $183,988-98.8% | $162,177-98.6% | $152,897-98.5% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.5%+17.5pp |
| Annual return | 48.32% | 150.79%-102.5pp | 115.60%-67.3pp | 345.43%-297.1pp |
| Employer contribution / active EE | $1,496 | $6,370-76.5% | $5,613-73.3% | $4,764-68.6% |
| Participant deferral / active EE | $2,367 | $8,032-70.5% | $7,297-67.6% | $5,851-59.6% |
| Admin fee / account holder | $5 | $13,123-100.0% | $10,843-100.0% | $11,599-100.0% |