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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 | $3,720 | $106,005-96.5% | $92,239-96.0% | $147,585-97.5% |
| Participation rate | 75.0% | 80.4%-5.4pp | 76.5%-1.5pp | 82.8%-7.8pp |
| Annual return | 11.11% | 50.05%-38.9pp | 176.29%-165.2pp | 578.58%-567.5pp |
| Employer contribution / active EE | $954 | $4,333-78.0% | $3,680-74.1% | $4,876-80.4% |
| Participant deferral / active EE | $392 | $4,478-91.2% | $3,897-89.9% | $5,439-92.8% |
| Admin fee / account holder | $142 | $6,333-97.8% | $5,194-97.3% | $10,886-98.7% |