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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 | $2,781 | $126,519-97.8% | $106,201-97.4% | $145,959-98.1% |
| Participation rate | 90.0% | 77.7%+12.3pp | 75.3%+14.7pp | 80.3%+9.7pp |
| Annual return | 44.17% | 225.10%-180.9pp | 116.26%-72.1pp | 561.95%-517.8pp |
| Employer contribution / active EE | $860 | $3,726-76.9% | $3,170-72.9% | $4,661-81.5% |
| Participant deferral / active EE | $1,112 | $5,716-80.5% | $5,012-77.8% | $6,689-83.4% |
| Admin fee / account holder | $3 | $17,312-100.0% | $11,039-100.0% | $13,398-100.0% |