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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 | $7,276 | $202,460-96.4% | $169,385-95.7% | $139,456-94.8% |
| Participation rate | 100.0% | 81.1%+18.9pp | 77.2%+22.8pp | 80.3%+19.7pp |
| Annual return | 20.50% | 532.07%-511.6pp | 405.82%-385.3pp | 373.45%-352.9pp |
| Employer contribution / active EE | $1,010 | $4,691-78.5% | $4,012-74.8% | $4,753-78.7% |
| Participant deferral / active EE | $1,201 | $6,938-82.7% | $6,221-80.7% | $6,711-82.1% |
| Admin fee / account holder | $3 | $10,719-100.0% | $9,011-100.0% | $11,407-100.0% |