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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 | $11,049 | $155,795-92.9% | $136,298-91.9% | $69,631-84.1% |
| Participation rate | 88.7% | 75.2%+13.5pp | 81.9%+6.8pp | 70.7%+18.0pp |
| Annual return | 337.82% | 232464.33%-232126.5pp | 5156.27%-4818.4pp | 27571.02%-27233.2pp |
| Employer contribution / active EE | $676 | $2,991-77.4% | $4,696-85.6% | $2,032-66.7% |
| Participant deferral / active EE | $1,552 | $5,394-71.2% | $6,247-75.2% | $3,224-51.8% |
| Admin fee / account holder | $184 | $128+43.4% | $9,244-98.0% | $110+66.6% |