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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 | $4,255 | $109,830-96.1% | $98,452-95.7% | $167,497-97.5% |
| Participation rate | 75.0% | 75.8%-0.8pp | 73.3%+1.7pp | 82.1%-7.1pp |
| Annual return | 12.73% | 1957.04%-1944.3pp | 1492.96%-1480.2pp | 478.62%-465.9pp |
| Employer contribution / active EE | $492 | $3,224-84.8% | $2,960-83.4% | $4,838-89.8% |
| Participant deferral / active EE | $738 | $4,673-84.2% | $4,276-82.8% | $6,341-88.4% |
| Admin fee / account holder | $132 | $6,751-98.0% | $5,948-97.8% | $12,310-98.9% |