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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 | $9,654 | $75,832-87.3% | $147,617-93.5% | $59,633-83.8% |
| Participation rate | 100.0% | 71.6%+28.4pp | 84.6%+15.4pp | 68.7%+31.3pp |
| Annual return | 2.45% | 0.37%+2.1pp | 61.98%-59.5pp | 2041.45%-2039.0pp |
| Employer contribution / active EE | $991 | $3,485-71.6% | $5,564-82.2% | $2,203-55.0% |
| Participant deferral / active EE | $240 | $3,131-92.3% | $4,895-95.1% | $3,192-92.5% |
| Admin fee / account holder | $13 | $5,986-99.8% | $11,612-99.9% | $4,297-99.7% |