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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 | $6,149 | $107,666-94.3% | $102,184-94.0% | $154,746-96.0% |
| Participation rate | 71.4% | 83.7%-12.3pp | 82.6%-11.2pp | 80.7%-9.3pp |
| Annual return | 412.96% | 29.33%+383.6pp | 31.58%+381.4pp | 172.34%+240.6pp |
| Employer contribution / active EE | $1,888 | $3,846-50.9% | $3,594-47.5% | $4,379-56.9% |
| Participant deferral / active EE | $1,888 | $8,719-78.3% | $8,309-77.3% | $6,730-71.9% |
| Admin fee / account holder | $0 | $12,943-100.0% | $11,609-100.0% | $14,365-100.0% |