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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 | $13,948 | $150,445-90.7% | $136,297-89.8% | $147,585-90.5% |
| Participation rate | 83.3% | 84.4%-1.1pp | 81.9%+1.4pp | 82.8%+0.5pp |
| Annual return | 14.78% | 1049.14%-1034.4pp | 5156.16%-5141.4pp | 578.57%-563.8pp |
| Employer contribution / active EE | $1,183 | $5,256-77.5% | $4,696-74.8% | $4,876-75.7% |
| Participant deferral / active EE | $1,418 | $6,631-78.6% | $6,247-77.3% | $5,439-73.9% |
| Admin fee / account holder | $0 | $10,906-100.0% | $9,244-100.0% | $10,885-100.0% |