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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 | $4,420 | $112,121-96.1% | $95,960-95.4% | $158,966-97.2% |
| Participation rate | 80.0% | 79.0%+1.0pp | 77.1%+2.9pp | 82.0%-2.0pp |
| Annual return | 39.97% | 171.16%-131.2pp | 91.63%-51.7pp | 302.95%-263.0pp |
| Employer contribution / active EE | $842 | $3,199-73.7% | $2,541-66.9% | $4,762-82.3% |
| Participant deferral / active EE | $1,292 | $4,784-73.0% | $4,167-69.0% | $5,983-78.4% |
| Admin fee / account holder | $18 | $10,135-99.8% | $6,797-99.7% | $11,250-99.8% |