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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 | $903 | $109,872-99.2% | $98,483-99.1% | $167,536-99.5% |
| Participation rate | 83.3% | 75.8%+7.5pp | 73.3%+10.0pp | 82.1%+1.2pp |
| Annual return | 34.83% | 1959.31%-1924.5pp | 1494.38%-1459.5pp | 478.82%-444.0pp |
| Employer contribution / active EE | $471 | $3,225-85.4% | $2,961-84.1% | $4,839-90.3% |
| Participant deferral / active EE | $706 | $4,673-84.9% | $4,276-83.5% | $6,342-88.9% |
| Admin fee / account holder | $66 | $6,757-99.0% | $5,953-98.9% | $12,315-99.5% |