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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 | $5,856 | $150,442-96.1% | $136,295-95.7% | $147,585-96.0% |
| Participation rate | 75.0% | 84.4%-9.4pp | 81.9%-6.9pp | 82.8%-7.8pp |
| Annual return | 23.44% | 1049.09%-1025.7pp | 5155.97%-5132.5pp | 578.56%-555.1pp |
| Employer contribution / active EE | $987 | $5,256-81.2% | $4,695-79.0% | $4,876-79.8% |
| Participant deferral / active EE | $1,645 | $6,630-75.2% | $6,247-73.7% | $5,439-69.8% |
| Admin fee / account holder | $253 | $10,905-97.7% | $9,243-97.3% | $10,885-97.7% |