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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 | $10,213 | $171,867-94.1% | $149,721-93.2% | $147,586-93.1% |
| Participation rate | 85.7% | 88.2%-2.5pp | 87.1%-1.4pp | 82.8%+2.9pp |
| Annual return | 13.63% | 2113.36%-2099.7pp | 1501.67%-1488.0pp | 578.59%-565.0pp |
| Employer contribution / active EE | $1,378 | $6,275-78.0% | $5,444-74.7% | $4,876-71.7% |
| Participant deferral / active EE | $1,706 | $7,270-76.5% | $6,568-74.0% | $5,439-68.6% |
| Admin fee / account holder | $189 | $13,799-98.6% | $11,282-98.3% | $10,886-98.3% |