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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 | $3,784 | $159,978-97.6% | $147,041-97.4% | $145,978-97.4% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 167.20% | 98.36%+68.8pp | 419.21%-252.0pp | 550.52%-383.3pp |
| Employer contribution / active EE | $1,159 | $5,288-78.1% | $4,935-76.5% | $4,662-75.1% |
| Participant deferral / active EE | $2,318 | $8,429-72.5% | $8,071-71.3% | $6,690-65.4% |
| Admin fee / account holder | $5 | $15,053-100.0% | $13,006-100.0% | $13,400-100.0% |