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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 | $763 | $121,677-99.4% | $104,625-99.3% | $158,966-99.5% |
| Participation rate | 75.0% | 77.5%-2.5pp | 74.1%+0.9pp | 82.0%-7.0pp |
| Annual return | 36.72% | 465.58%-428.9pp | 340.60%-303.9pp | 302.95%-266.2pp |
| Employer contribution / active EE | $185 | $3,165-94.2% | $2,681-93.1% | $4,762-96.1% |
| Participant deferral / active EE | $278 | $4,175-93.3% | $3,738-92.6% | $5,983-95.3% |
| Admin fee / account holder | $6 | $7,777-99.9% | $6,465-99.9% | $11,250-99.9% |