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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 | $5,892 | $168,636-96.5% | $147,618-96.0% | $125,388-95.3% |
| Participation rate | 83.3% | 88.8%-5.4pp | 84.6%-1.3pp | 83.2%+0.1pp |
| Annual return | 1.42% | 77.65%-76.2pp | 61.98%-60.6pp | 282.24%-280.8pp |
| Employer contribution / active EE | $2,430 | $6,252-61.1% | $5,565-56.3% | $4,866-50.1% |
| Participant deferral / active EE | $0 | $5,507-100.0% | $4,895-100.0% | $5,352-100.0% |
| Admin fee / account holder | $20 | $13,580-99.9% | $11,612-99.8% | $9,541-99.8% |