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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 | $2,124 | $58,391-96.4% | $76,667-97.2% | $72,976-97.1% |
| Participation rate | 100.0% | 67.4%+32.6pp | 72.1%+27.9pp | 69.5%+30.5pp |
| Annual return | 46.85% | 2306.65%-2259.8pp | 1166.74%-1119.9pp | 81.02%-34.2pp |
| Employer contribution / active EE | $355 | $1,787-80.1% | $2,303-84.6% | $2,440-85.4% |
| Participant deferral / active EE | $748 | $2,690-72.2% | $3,336-77.6% | $3,608-79.3% |
| Admin fee / account holder | $103 | $4,014-97.4% | $6,423-98.4% | $5,124-98.0% |