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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 | $11,484 | $176,688-93.5% | $130,660-91.2% | $152,897-92.5% |
| Participation rate | 75.0% | 79.0%-4.0pp | 71.7%+3.3pp | 82.5%-7.5pp |
| Annual return | 20.32% | 2693.08%-2672.8pp | 1709.29%-1689.0pp | 345.43%-325.1pp |
| Employer contribution / active EE | $779 | $5,743-86.4% | $4,092-81.0% | $4,764-83.7% |
| Participant deferral / active EE | $0 | $4,362-100.0% | $3,603-100.0% | $5,851-100.0% |
| Admin fee / account holder | $47 | $7,131-99.3% | $5,463-99.1% | $11,599-99.6% |