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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 | $8,734 | $150,447-94.2% | $136,298-93.6% | $147,586-94.1% |
| Participation rate | 71.4% | 84.4%-13.0pp | 81.9%-10.5pp | 82.8%-11.4pp |
| Annual return | 27.68% | 1049.15%-1021.5pp | 5156.27%-5128.6pp | 578.59%-550.9pp |
| Employer contribution / active EE | $982 | $5,256-81.3% | $4,696-79.1% | $4,876-79.9% |
| Participant deferral / active EE | $1,964 | $6,631-70.4% | $6,247-68.6% | $5,439-63.9% |
| Admin fee / account holder | $56 | $10,906-99.5% | $9,244-99.4% | $10,886-99.5% |