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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 | $1,968 | $68,097-97.1% | $62,929-96.9% | $137,256-98.6% |
| Participation rate | 100.0% | 77.4%+22.6pp | 73.1%+26.9pp | 80.0%+20.0pp |
| Annual return | 15.45% | 1859.11%-1843.7pp | 1063.93%-1048.5pp | 220.34%-204.9pp |
| Employer contribution / active EE | $581 | $2,811-79.3% | $2,505-76.8% | $4,156-86.0% |
| Participant deferral / active EE | $419 | $4,553-90.8% | $3,888-89.2% | $6,407-93.5% |
| Admin fee / account holder | $230 | $6,521-96.5% | $5,065-95.5% | $12,270-98.1% |