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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 | $1,086 | $108,897-99.0% | $100,378-98.9% | $145,877-99.3% |
| Participation rate | 88.9% | 83.0%+5.9pp | 81.5%+7.4pp | 80.3%+8.6pp |
| Annual return | 18.71% | 58.17%-39.5pp | 49.41%-30.7pp | 551.28%-532.6pp |
| Employer contribution / active EE | $461 | $4,420-89.6% | $3,942-88.3% | $4,663-90.1% |
| Participant deferral / active EE | $461 | $8,455-94.5% | $8,087-94.3% | $6,691-93.1% |
| Admin fee / account holder | $6 | $9,690-99.9% | $7,899-99.9% | $13,402-100.0% |