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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 | $3,558 | $160,028-97.8% | $147,080-97.6% | $145,884-97.6% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 103.44% | 98.60%+4.8pp | 420.17%-316.7pp | 551.85%-448.4pp |
| Employer contribution / active EE | $1,043 | $5,286-80.3% | $4,933-78.8% | $4,662-77.6% |
| Participant deferral / active EE | $1,074 | $8,422-87.3% | $8,066-86.7% | $6,690-84.0% |
| Admin fee / account holder | $0 | $15,030-100.0% | $12,989-100.0% | $13,392-100.0% |