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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 | $3,815 | $175,212-97.8% | $149,682-97.5% | $139,427-97.3% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 31.21% | 166.63%-135.4pp | 134.35%-103.1pp | 373.27%-342.1pp |
| Employer contribution / active EE | $2,790 | $5,475-49.0% | $4,818-42.1% | $4,752-41.3% |
| Participant deferral / active EE | $880 | $6,520-86.5% | $5,681-84.5% | $6,711-86.9% |
| Admin fee / account holder | $38 | $16,150-99.8% | $13,210-99.7% | $11,404-99.7% |