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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 | $1,467 | $96,361-98.5% | $80,607-98.2% | $139,456-98.9% |
| Participation rate | 83.3% | 73.6%+9.7pp | 67.0%+16.3pp | 80.3%+3.0pp |
| Annual return | 29.62% | 1350.95%-1321.3pp | 936.11%-906.5pp | 373.45%-343.8pp |
| Employer contribution / active EE | $482 | $3,262-85.2% | $2,724-82.3% | $4,753-89.9% |
| Participant deferral / active EE | $510 | $5,232-90.3% | $4,448-88.5% | $6,711-92.4% |
| Admin fee / account holder | $13 | $6,601-99.8% | $5,379-99.8% | $11,407-99.9% |