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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 | $3,339 | $175,231-98.1% | $149,696-97.8% | $139,466-97.6% |
| Participation rate | 83.3% | 83.4%-0.1pp | 78.8%+4.6pp | 80.3%+3.0pp |
| Annual return | 86.51% | 166.77%-80.3pp | 134.46%-47.9pp | 373.66%-287.1pp |
| Employer contribution / active EE | $1,144 | $5,478-79.1% | $4,821-76.3% | $4,754-75.9% |
| Participant deferral / active EE | $1,191 | $6,521-81.7% | $5,682-79.0% | $6,712-82.3% |
| Admin fee / account holder | $8 | $16,155-100.0% | $13,212-99.9% | $11,409-99.9% |