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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 | $7,787 | $100,895-92.3% | $90,430-91.4% | $158,950-95.1% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 20.89% | 1725.54%-1704.7pp | 1293.73%-1272.8pp | 302.91%-282.0pp |
| Employer contribution / active EE | $661 | $3,689-82.1% | $3,262-79.7% | $4,762-86.1% |
| Participant deferral / active EE | $733 | $4,347-83.1% | $3,963-81.5% | $5,983-87.8% |
| Admin fee / account holder | $22 | $6,505-99.7% | $5,613-99.6% | $11,248-99.8% |