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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 | $924 | $162,529-99.4% | $130,788-99.3% | $154,746-99.4% |
| Participation rate | 79.2% | 75.9%+3.3pp | 70.1%+9.1pp | 80.7%-1.5pp |
| Annual return | 30.43% | 510.48%-480.0pp | 386.44%-356.0pp | 172.34%-141.9pp |
| Employer contribution / active EE | $261 | $4,447-94.1% | $3,558-92.7% | $4,379-94.1% |
| Participant deferral / active EE | $309 | $4,808-93.6% | $4,137-92.5% | $6,730-95.4% |
| Admin fee / account holder | $11 | $7,669-99.9% | $6,673-99.8% | $14,365-99.9% |