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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 | $3,235 | $100,895-96.8% | $90,430-96.4% | $158,950-98.0% |
| Participation rate | 81.3% | 75.0%+6.2pp | 72.7%+8.6pp | 82.0%-0.7pp |
| Annual return | 27.97% | 1725.54%-1697.6pp | 1293.73%-1265.8pp | 302.91%-274.9pp |
| Employer contribution / active EE | $398 | $3,689-89.2% | $3,262-87.8% | $4,762-91.6% |
| Participant deferral / active EE | $620 | $4,347-85.7% | $3,963-84.4% | $5,983-89.6% |
| Admin fee / account holder | $0 | $6,505-100.0% | $5,613-100.0% | $11,248-100.0% |