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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 | $2,608 | $99,011-97.4% | $86,582-97.0% | $147,586-98.2% |
| Participation rate | 85.7% | 76.3%+9.4pp | 73.5%+12.2pp | 82.8%+2.9pp |
| Annual return | 16.08% | 1312.75%-1296.7pp | 965.08%-949.0pp | 578.59%-562.5pp |
| Employer contribution / active EE | $945 | $3,132-69.8% | $2,839-66.7% | $4,876-80.6% |
| Participant deferral / active EE | $0 | $3,972-100.0% | $3,609-100.0% | $5,439-100.0% |
| Admin fee / account holder | $80 | $5,709-98.6% | $4,904-98.4% | $10,886-99.3% |