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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 | $2,565 | $115,903-97.8% | $100,528-97.4% | $158,966-98.4% |
| Participation rate | 75.0% | 81.6%-6.6pp | 79.4%-4.4pp | 82.0%-7.0pp |
| Annual return | 205.41% | 34.80%+170.6pp | 30.90%+174.5pp | 302.95%-97.5pp |
| Employer contribution / active EE | $778 | $4,105-81.0% | $3,419-77.2% | $4,762-83.7% |
| Participant deferral / active EE | $835 | $6,677-87.5% | $6,271-86.7% | $5,983-86.0% |
| Admin fee / account holder | $7 | $11,000-99.9% | $8,084-99.9% | $11,250-99.9% |