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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 | $4,035 | $176,105-97.7% | $159,474-97.5% | $167,536-97.6% |
| Participation rate | 100.0% | 85.0%+15.0pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 34.45% | 331.91%-297.5pp | 263.68%-229.2pp | 478.82%-444.4pp |
| Employer contribution / active EE | $1,187 | $5,299-77.6% | $4,831-75.4% | $4,839-75.5% |
| Participant deferral / active EE | $2,112 | $7,751-72.8% | $7,353-71.3% | $6,342-66.7% |
| Admin fee / account holder | $19 | $12,559-99.8% | $10,802-99.8% | $12,315-99.8% |