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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 | $19,291 | $150,447-87.2% | $136,298-85.8% | $147,586-86.9% |
| Participation rate | 80.0% | 84.4%-4.4pp | 81.9%-1.9pp | 82.8%-2.8pp |
| Annual return | 24.13% | 1049.15%-1025.0pp | 5156.27%-5132.1pp | 578.59%-554.5pp |
| Employer contribution / active EE | $1,390 | $5,256-73.6% | $4,696-70.4% | $4,876-71.5% |
| Participant deferral / active EE | $1,891 | $6,631-71.5% | $6,247-69.7% | $5,439-65.2% |
| Admin fee / account holder | $0 | $10,906-100.0% | $9,244-100.0% | $10,886-100.0% |