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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 | $1,184 | $72,071-98.4% | $68,368-98.3% | $137,256-99.1% |
| Participation rate | 83.3% | 76.2%+7.1pp | 73.8%+9.6pp | 80.0%+3.4pp |
| Annual return | 27.56% | 353.14%-325.6pp | 292.57%-265.0pp | 220.34%-192.8pp |
| Employer contribution / active EE | $414 | $2,788-85.2% | $2,649-84.4% | $4,156-90.0% |
| Participant deferral / active EE | $447 | $4,410-89.9% | $4,123-89.2% | $6,407-93.0% |
| Admin fee / account holder | $9 | $5,336-99.8% | $5,150-99.8% | $12,270-99.9% |