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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 | $2,281 | $96,419-97.6% | $80,648-97.2% | $139,487-98.4% |
| Participation rate | 80.0% | 73.6%+6.4pp | 67.0%+13.0pp | 80.3%-0.3pp |
| Annual return | 30.76% | 1352.86%-1322.1pp | 937.21%-906.5pp | 373.84%-343.1pp |
| Employer contribution / active EE | $641 | $3,261-80.4% | $2,724-76.5% | $4,755-86.5% |
| Participant deferral / active EE | $754 | $5,225-85.6% | $4,443-83.0% | $6,713-88.8% |
| Admin fee / account holder | $295 | $6,605-95.5% | $5,382-94.5% | $11,407-97.4% |