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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 | $96,388-98.5% | $80,627-98.2% | $139,466-98.9% |
| Participation rate | 83.3% | 73.6%+9.7pp | 67.0%+16.3pp | 80.3%+3.0pp |
| Annual return | 29.62% | 1352.08%-1322.5pp | 936.76%-907.1pp | 373.66%-344.0pp |
| Employer contribution / active EE | $482 | $3,260-85.2% | $2,723-82.3% | $4,754-89.9% |
| Participant deferral / active EE | $510 | $5,224-90.2% | $4,443-88.5% | $6,712-92.4% |
| Admin fee / account holder | $13 | $6,603-99.8% | $5,381-99.8% | $11,409-99.9% |