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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 | $11,922 | $99,011-88.0% | $86,582-86.2% | $147,586-91.9% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 13.75% | 1312.75%-1299.0pp | 965.08%-951.3pp | 578.59%-564.8pp |
| Employer contribution / active EE | $1,305 | $3,132-58.3% | $2,839-54.0% | $4,876-73.2% |
| Participant deferral / active EE | $0 | $3,972-100.0% | $3,609-100.0% | $5,439-100.0% |
| Admin fee / account holder | $34 | $5,709-99.4% | $4,904-99.3% | $10,886-99.7% |