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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 | $1,799 | $202,440-99.1% | $169,390-98.9% | $139,466-98.7% |
| Participation rate | 100.0% | 81.1%+18.9pp | 77.2%+22.8pp | 80.3%+19.7pp |
| Annual return | 28.80% | 532.36%-503.6pp | 406.07%-377.3pp | 373.66%-344.9pp |
| Employer contribution / active EE | $785 | $4,693-83.3% | $4,013-80.4% | $4,754-83.5% |
| Participant deferral / active EE | $981 | $6,940-85.9% | $6,222-84.2% | $6,712-85.4% |
| Admin fee / account holder | $2 | $10,722-100.0% | $9,015-100.0% | $11,409-100.0% |