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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 | $2,390 | $114,073-97.9% | $96,161-97.5% | $167,518-98.6% |
| Participation rate | 72.7% | 75.1%-2.3pp | 68.4%+4.3pp | 82.1%-9.4pp |
| Annual return | 18.76% | 189.95%-171.2pp | 192.01%-173.2pp | 478.71%-460.0pp |
| Employer contribution / active EE | $728 | $3,428-78.8% | $2,798-74.0% | $4,838-84.9% |
| Participant deferral / active EE | $843 | $5,195-83.8% | $4,349-80.6% | $6,342-86.7% |
| Admin fee / account holder | $13 | $6,899-99.8% | $5,538-99.8% | $12,312-99.9% |