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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 | $4,369 | $176,105-97.5% | $159,474-97.3% | $167,536-97.4% |
| Participation rate | 75.0% | 85.0%-10.0pp | 82.8%-7.8pp | 82.1%-7.1pp |
| Annual return | 61.09% | 331.91%-270.8pp | 263.68%-202.6pp | 478.82%-417.7pp |
| Employer contribution / active EE | $2,046 | $5,299-61.4% | $4,831-57.6% | $4,839-57.7% |
| Participant deferral / active EE | $2,308 | $7,751-70.2% | $7,353-68.6% | $6,342-63.6% |
| Admin fee / account holder | $10 | $12,559-99.9% | $10,802-99.9% | $12,315-99.9% |