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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 | $3,884 | $209,422-98.1% | $178,503-97.8% | $158,982-97.6% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 53.24% | 188.81%-135.6pp | 151.12%-97.9pp | 302.99%-249.8pp |
| Employer contribution / active EE | $1,952 | $5,707-65.8% | $5,011-61.1% | $4,763-59.0% |
| Participant deferral / active EE | $1,994 | $5,955-66.5% | $5,202-61.7% | $5,983-66.7% |
| Admin fee / account holder | $143 | $17,079-99.2% | $13,987-99.0% | $11,252-98.7% |