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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 | $1,864 | $112,935-98.3% | $90,970-98.0% | $158,966-98.8% |
| Participation rate | 81.0% | 74.7%+6.2pp | 69.0%+11.9pp | 82.0%-1.0pp |
| Annual return | 62.05% | 215.79%-153.7pp | 134.58%-72.5pp | 302.95%-240.9pp |
| Employer contribution / active EE | $439 | $2,895-84.8% | $2,122-79.3% | $4,762-90.8% |
| Participant deferral / active EE | $883 | $4,129-78.6% | $3,373-73.8% | $5,983-85.2% |
| Admin fee / account holder | $1 | $8,045-100.0% | $5,960-100.0% | $11,250-100.0% |