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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 | $105,149-97.8% | $94,659-97.6% | $139,427-98.3% |
| Participation rate | 93.8% | 82.4%+11.4pp | 80.8%+12.9pp | 80.3%+13.4pp |
| Annual return | 77.81% | 38.04%+39.8pp | 156.75%-78.9pp | 373.27%-295.5pp |
| Employer contribution / active EE | $958 | $4,106-76.7% | $3,673-73.9% | $4,752-79.8% |
| Participant deferral / active EE | $1,180 | $7,600-84.5% | $7,419-84.1% | $6,711-82.4% |
| Admin fee / account holder | $5 | $8,986-99.9% | $7,232-99.9% | $11,404-100.0% |