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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 | $11,520 | $150,447-92.3% | $136,298-91.5% | $147,586-92.2% |
| Participation rate | 73.3% | 84.4%-11.1pp | 81.9%-8.6pp | 82.8%-9.5pp |
| Annual return | 21.51% | 1049.15%-1027.6pp | 5156.27%-5134.8pp | 578.59%-557.1pp |
| Employer contribution / active EE | $938 | $5,256-82.2% | $4,696-80.0% | $4,876-80.8% |
| Participant deferral / active EE | $1,073 | $6,631-83.8% | $6,247-82.8% | $5,439-80.3% |
| Admin fee / account holder | $0 | $10,906-100.0% | $9,244-100.0% | $10,886-100.0% |