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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 | $18,398 | $150,447-87.8% | $136,298-86.5% | $147,586-87.5% |
| Participation rate | 87.5% | 84.4%+3.1pp | 81.9%+5.6pp | 82.8%+4.7pp |
| Annual return | 18.84% | 1049.15%-1030.3pp | 5156.27%-5137.4pp | 578.59%-559.8pp |
| Employer contribution / active EE | $1,588 | $5,256-69.8% | $4,696-66.2% | $4,876-67.4% |
| Participant deferral / active EE | $1,880 | $6,631-71.7% | $6,247-69.9% | $5,439-65.4% |
| Admin fee / account holder | $102 | $10,906-99.1% | $9,244-98.9% | $10,886-99.1% |