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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 | $5,154 | $181,896-97.2% | $156,551-96.7% | $273,972-98.1% |
| Participation rate | 79.2% | 88.4%-9.2pp | 84.0%-4.8pp | 83.0%-3.8pp |
| Annual return | 672.95% | 30.74%+642.2pp | 32.23%+640.7pp | 41.46%+631.5pp |
| Employer contribution / active EE | $0 | $6,248-100.0% | $5,501-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $1,521 | $5,550-72.6% | $4,871-68.8% | $5,287-71.2% |
| Admin fee / account holder | $0 | $15,560-100.0% | $13,028-100.0% | $10,133-100.0% |