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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 | $2,585 | $100,938-97.4% | $90,461-97.1% | $158,982-98.4% |
| Participation rate | 80.0% | 75.0%+5.0pp | 72.7%+7.3pp | 82.0%-2.0pp |
| Annual return | 36.03% | 1727.20%-1691.2pp | 1294.76%-1258.7pp | 302.99%-267.0pp |
| Employer contribution / active EE | $546 | $3,691-85.2% | $3,264-83.3% | $4,763-88.5% |
| Participant deferral / active EE | $621 | $4,350-85.7% | $3,964-84.3% | $5,983-89.6% |
| Admin fee / account holder | $224 | $6,510-96.6% | $5,617-96.0% | $11,252-98.0% |