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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 | $4,534 | $96,630-95.3% | $86,605-94.8% | $139,427-96.7% |
| Participation rate | 83.3% | 74.4%+8.9pp | 71.7%+11.6pp | 80.3%+3.0pp |
| Annual return | 17.23% | 106.48%-89.2pp | 591.39%-574.2pp | 373.27%-356.0pp |
| Employer contribution / active EE | $329 | $3,264-89.9% | $3,023-89.1% | $4,752-93.1% |
| Participant deferral / active EE | $496 | $4,836-89.7% | $4,438-88.8% | $6,711-92.6% |
| Admin fee / account holder | $21 | $6,405-99.7% | $5,611-99.6% | $11,404-99.8% |