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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 | $23,511 | $150,447-84.4% | $136,298-82.8% | $147,586-84.1% |
| Participation rate | 83.3% | 84.4%-1.1pp | 81.9%+1.4pp | 82.8%+0.5pp |
| Annual return | 19.09% | 1049.15%-1030.1pp | 5156.27%-5137.2pp | 578.59%-559.5pp |
| Employer contribution / active EE | $1,040 | $5,256-80.2% | $4,696-77.9% | $4,876-78.7% |
| Participant deferral / active EE | $1,207 | $6,631-81.8% | $6,247-80.7% | $5,439-77.8% |
| Admin fee / account holder | $75 | $10,906-99.3% | $9,244-99.2% | $10,886-99.3% |