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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 | $5,348 | $111,830-95.2% | $93,696-94.3% | $145,884-96.3% |
| Participation rate | 80.0% | 74.2%+5.8pp | 68.7%+11.3pp | 80.3%-0.3pp |
| Annual return | 10.49% | 204.08%-193.6pp | 133.74%-123.3pp | 551.85%-541.4pp |
| Employer contribution / active EE | $721 | $3,093-76.7% | $2,422-70.2% | $4,662-84.5% |
| Participant deferral / active EE | $593 | $4,920-88.0% | $4,417-86.6% | $6,690-91.1% |
| Admin fee / account holder | $7 | $10,249-99.9% | $8,287-99.9% | $13,392-99.9% |