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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 | $4,613 | $99,011-95.3% | $86,582-94.7% | $147,586-96.9% |
| Participation rate | 71.4% | 76.3%-4.9pp | 73.5%-2.1pp | 82.8%-11.4pp |
| Annual return | 18.67% | 1312.75%-1294.1pp | 965.08%-946.4pp | 578.59%-559.9pp |
| Employer contribution / active EE | $600 | $3,132-80.8% | $2,839-78.9% | $4,876-87.7% |
| Participant deferral / active EE | $384 | $3,972-90.3% | $3,609-89.4% | $5,439-92.9% |
| Admin fee / account holder | $279 | $5,709-95.1% | $4,904-94.3% | $10,886-97.4% |