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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 | $7,954 | $99,031-92.0% | $86,597-90.8% | $147,585-94.6% |
| Participation rate | 77.8% | 76.3%+1.4pp | 73.5%+4.2pp | 82.8%-5.1pp |
| Annual return | 14.00% | 1312.56%-1298.6pp | 964.96%-951.0pp | 578.57%-564.6pp |
| Employer contribution / active EE | $222 | $3,132-92.9% | $2,840-92.2% | $4,876-95.4% |
| Participant deferral / active EE | $33 | $3,972-99.2% | $3,609-99.1% | $5,439-99.4% |
| Admin fee / account holder | $73 | $5,711-98.7% | $4,906-98.5% | $10,885-99.3% |