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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 | $175,259-97.8% | $149,723-97.5% | $139,487-97.3% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 31.21% | 166.82%-135.6pp | 134.50%-103.3pp | 373.84%-342.6pp |
| Employer contribution / active EE | $2,790 | $5,478-49.1% | $4,821-42.1% | $4,755-41.3% |
| Participant deferral / active EE | $880 | $6,522-86.5% | $5,682-84.5% | $6,713-86.9% |
| Admin fee / account holder | $38 | $16,158-99.8% | $13,215-99.7% | $11,407-99.7% |