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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 | $68,097-96.3% | $62,929-96.0% | $137,256-98.2% |
| Participation rate | 80.0% | 77.4%+2.6pp | 73.1%+6.9pp | 80.0%0pp |
| Annual return | 23.05% | 1859.11%-1836.1pp | 1063.93%-1040.9pp | 220.34%-197.3pp |
| Employer contribution / active EE | $329 | $2,811-88.3% | $2,505-86.9% | $4,156-92.1% |
| Participant deferral / active EE | $739 | $4,553-83.8% | $3,888-81.0% | $6,407-88.5% |
| Admin fee / account holder | $9 | $6,521-99.9% | $5,065-99.8% | $12,270-99.9% |