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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 | $3,841 | $175,231-97.8% | $149,696-97.4% | $139,466-97.2% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 29.77% | 166.77%-137.0pp | 134.46%-104.7pp | 373.66%-343.9pp |
| Employer contribution / active EE | $1,708 | $5,478-68.8% | $4,821-64.6% | $4,754-64.1% |
| Participant deferral / active EE | $1,574 | $6,521-75.9% | $5,682-72.3% | $6,712-76.5% |
| Admin fee / account holder | $186 | $16,155-98.8% | $13,212-98.6% | $11,409-98.4% |