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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 | $2,349 | $102,595-97.7% | $94,057-97.5% | $154,746-98.5% |
| Participation rate | 88.9% | 76.0%+12.9pp | 73.3%+15.5pp | 80.7%+8.2pp |
| Annual return | 36.00% | 583.42%-547.4pp | 480.62%-444.6pp | 172.34%-136.3pp |
| Employer contribution / active EE | $593 | $3,147-81.2% | $2,933-79.8% | $4,379-86.5% |
| Participant deferral / active EE | $906 | $5,118-82.3% | $4,709-80.8% | $6,730-86.5% |
| Admin fee / account holder | $10 | $7,736-99.9% | $7,244-99.9% | $14,365-99.9% |