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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 | $4,090 | $202,342-98.0% | $172,753-97.6% | $152,909-97.3% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 37.16% | 1029.88%-992.7pp | 803.00%-765.8pp | 345.46%-308.3pp |
| Employer contribution / active EE | $1,703 | $5,857-70.9% | $5,144-66.9% | $4,764-64.3% |
| Participant deferral / active EE | $1,749 | $5,948-70.6% | $5,198-66.4% | $5,851-70.1% |
| Admin fee / account holder | $50 | $17,112-99.7% | $13,956-99.6% | $11,601-99.6% |