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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 | $6,224 | $96,388-93.5% | $80,627-92.3% | $139,466-95.5% |
| Participation rate | 90.9% | 73.6%+17.3pp | 67.0%+23.9pp | 80.3%+10.6pp |
| Annual return | 19.92% | 1352.08%-1332.2pp | 936.76%-916.8pp | 373.66%-353.7pp |
| Employer contribution / active EE | $514 | $3,260-84.2% | $2,723-81.1% | $4,754-89.2% |
| Participant deferral / active EE | $559 | $5,224-89.3% | $4,443-87.4% | $6,712-91.7% |
| Admin fee / account holder | $21 | $6,603-99.7% | $5,381-99.6% | $11,409-99.8% |