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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 | $11,699 | $106,003-89.0% | $92,236-87.3% | $147,585-92.1% |
| Participation rate | 80.0% | 80.4%-0.4pp | 76.5%+3.5pp | 82.8%-2.8pp |
| Annual return | 18.29% | 50.05%-31.8pp | 176.29%-158.0pp | 578.57%-560.3pp |
| Employer contribution / active EE | $735 | $4,333-83.0% | $3,679-80.0% | $4,876-84.9% |
| Participant deferral / active EE | $388 | $4,478-91.3% | $3,897-90.0% | $5,439-92.9% |
| Admin fee / account holder | $0 | $6,333-100.0% | $5,194-100.0% | $10,885-100.0% |