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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 | $2,516 | $76,368-96.7% | $67,681-96.3% | $154,746-98.4% |
| Participation rate | 80.0% | 79.0%+1.0pp | 73.7%+6.3pp | 80.7%-0.7pp |
| Annual return | 23.05% | 1066.77%-1043.7pp | 590.58%-567.5pp | 172.34%-149.3pp |
| Employer contribution / active EE | $329 | $3,151-89.6% | $2,678-87.7% | $4,379-92.5% |
| Participant deferral / active EE | $739 | $4,824-84.7% | $3,976-81.4% | $6,730-89.0% |
| Admin fee / account holder | $9 | $8,559-99.9% | $6,100-99.8% | $14,365-99.9% |