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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 | $4,660 | $109,411-95.7% | $89,435-94.8% | $158,982-97.1% |
| Participation rate | 80.0% | 74.3%+5.7pp | 68.0%+12.0pp | 82.0%-2.0pp |
| Annual return | 17.33% | 345.68%-328.3pp | 245.55%-228.2pp | 302.99%-285.7pp |
| Employer contribution / active EE | $337 | $3,173-89.4% | $2,587-87.0% | $4,763-92.9% |
| Participant deferral / active EE | $386 | $4,600-91.6% | $3,890-90.1% | $5,983-93.5% |
| Admin fee / account holder | $20 | $6,159-99.7% | $4,884-99.6% | $11,252-99.8% |