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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 | $2,862 | $165,381-98.3% | $149,730-98.1% | $158,966-98.2% |
| Participation rate | 75.0% | 84.6%-9.6pp | 82.5%-7.5pp | 82.0%-7.0pp |
| Annual return | 2838.07% | 348.29%+2489.8pp | 276.70%+2561.4pp | 302.95%+2535.1pp |
| Employer contribution / active EE | $0 | $5,104-100.0% | $4,645-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $1,138 | $7,182-84.2% | $6,843-83.4% | $5,983-81.0% |
| Admin fee / account holder | $11 | $10,809-99.9% | $9,310-99.9% | $11,250-99.9% |