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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 | $9,889 | $124,175-92.0% | $108,405-90.9% | $167,536-94.1% |
| Participation rate | 95.5% | 82.3%+13.2pp | 80.1%+15.3pp | 82.1%+13.3pp |
| Annual return | 13.88% | 1380.13%-1366.3pp | 905.55%-891.7pp | 478.82%-464.9pp |
| Employer contribution / active EE | $823 | $4,188-80.4% | $3,559-76.9% | $4,839-83.0% |
| Participant deferral / active EE | $1,852 | $6,908-73.2% | $6,563-71.8% | $6,342-70.8% |
| Admin fee / account holder | $202 | $9,457-97.9% | $7,297-97.2% | $12,315-98.4% |