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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 | $1,961 | $72,403-97.3% | $67,524-97.1% | $145,978-98.7% |
| Participation rate | 75.0% | 76.9%-1.9pp | 72.9%+2.1pp | 80.3%-5.3pp |
| Annual return | 32.97% | 7197.23%-7164.3pp | 3519.41%-3486.4pp | 550.52%-517.5pp |
| Employer contribution / active EE | $424 | $3,072-86.2% | $2,734-84.5% | $4,662-90.9% |
| Participant deferral / active EE | $832 | $4,782-82.6% | $4,001-79.2% | $6,690-87.6% |
| Admin fee / account holder | $1 | $5,541-100.0% | $4,001-100.0% | $13,400-100.0% |