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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 | $4,799 | $129,737-96.3% | $119,126-96.0% | $154,746-96.9% |
| Participation rate | 100.0% | 78.9%+21.1pp | 75.8%+24.2pp | 80.7%+19.3pp |
| Annual return | 34.95% | 379.08%-344.1pp | 282.11%-247.2pp | 172.34%-137.4pp |
| Employer contribution / active EE | $1,050 | $4,375-76.0% | $4,034-74.0% | $4,379-76.0% |
| Participant deferral / active EE | $1,182 | $5,842-79.8% | $5,318-77.8% | $6,730-82.4% |
| Admin fee / account holder | $18 | $11,961-99.9% | $10,693-99.8% | $14,365-99.9% |