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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 | $7,570 | $150,447-95.0% | $136,298-94.4% | $147,586-94.9% |
| Participation rate | 90.0% | 84.4%+5.6pp | 81.9%+8.1pp | 82.8%+7.2pp |
| Annual return | 20.63% | 1049.15%-1028.5pp | 5156.27%-5135.6pp | 578.59%-558.0pp |
| Employer contribution / active EE | $1,120 | $5,256-78.7% | $4,696-76.2% | $4,876-77.0% |
| Participant deferral / active EE | $1,845 | $6,631-72.2% | $6,247-70.5% | $5,439-66.1% |
| Admin fee / account holder | $43 | $10,906-99.6% | $9,244-99.5% | $10,886-99.6% |