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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 | $102,595-98.8% | $94,057-98.7% | $154,746-99.2% |
| Participation rate | 83.3% | 76.0%+7.3pp | 73.3%+10.0pp | 80.7%+2.6pp |
| Annual return | 27.56% | 583.42%-555.9pp | 480.62%-453.1pp | 172.34%-144.8pp |
| Employer contribution / active EE | $414 | $3,147-86.9% | $2,933-85.9% | $4,379-90.6% |
| Participant deferral / active EE | $447 | $5,118-91.3% | $4,709-90.5% | $6,730-93.4% |
| Admin fee / account holder | $9 | $7,736-99.9% | $7,244-99.9% | $14,365-99.9% |