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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 | $2,301 | $105,158-97.8% | $94,672-97.6% | $139,487-98.4% |
| Participation rate | 93.8% | 82.4%+11.4pp | 80.8%+12.9pp | 80.3%+13.4pp |
| Annual return | 77.81% | 38.11%+39.7pp | 156.89%-79.1pp | 373.84%-296.0pp |
| Employer contribution / active EE | $958 | $4,107-76.7% | $3,673-73.9% | $4,755-79.9% |
| Participant deferral / active EE | $1,180 | $7,599-84.5% | $7,417-84.1% | $6,713-82.4% |
| Admin fee / account holder | $5 | $8,972-99.9% | $7,222-99.9% | $11,407-100.0% |