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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 | $5,722 | $76,368-92.5% | $67,681-91.5% | $154,746-96.3% |
| Participation rate | 100.0% | 79.0%+21.0pp | 73.7%+26.3pp | 80.7%+19.3pp |
| Annual return | 16.32% | 1066.77%-1050.5pp | 590.58%-574.3pp | 172.34%-156.0pp |
| Employer contribution / active EE | $2,787 | $3,151-11.6% | $2,678+4.1% | $4,379-36.4% |
| Participant deferral / active EE | $296 | $4,824-93.9% | $3,976-92.5% | $6,730-95.6% |
| Admin fee / account holder | $140 | $8,559-98.4% | $6,100-97.7% | $14,365-99.0% |