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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 | $5,037 | $115,814-95.7% | $101,275-95.0% | $158,982-96.8% |
| Participation rate | 81.8% | 79.4%+2.4pp | 75.8%+6.0pp | 82.0%-0.1pp |
| Annual return | 46.02% | 56.16%-10.1pp | 46.48%-0.5pp | 302.99%-257.0pp |
| Employer contribution / active EE | $1,548 | $4,176-62.9% | $3,660-57.7% | $4,763-67.5% |
| Participant deferral / active EE | $263 | $4,958-94.7% | $4,371-94.0% | $5,983-95.6% |
| Admin fee / account holder | $10 | $7,249-99.9% | $5,948-99.8% | $11,252-99.9% |