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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 | $3,139 | $73,421-95.7% | $66,439-95.3% | $155,188-98.0% |
| Participation rate | 84.2% | 79.7%+4.5pp | 74.5%+9.7pp | 80.8%+3.4pp |
| Annual return | 22.56% | 1382.37%-1359.8pp | 757.66%-735.1pp | 148.84%-126.3pp |
| Employer contribution / active EE | $578 | $3,039-81.0% | $2,637-78.1% | $4,248-86.4% |
| Participant deferral / active EE | $898 | $4,680-80.8% | $3,876-76.8% | $6,531-86.3% |
| Admin fee / account holder | $21 | $8,856-99.8% | $6,173-99.7% | $14,480-99.9% |