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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 | $765 | $67,823-98.9% | $52,425-98.5% | $137,256-99.4% |
| Participation rate | 100.0% | 63.9%+36.1pp | 55.6%+44.4pp | 80.0%+20.0pp |
| Annual return | 19.18% | 219.11%-199.9pp | 302.12%-282.9pp | 220.34%-201.2pp |
| Employer contribution / active EE | $152 | $1,163-86.9% | $914-83.4% | $4,156-96.3% |
| Participant deferral / active EE | $152 | $2,288-93.4% | $1,790-91.5% | $6,407-97.6% |
| Admin fee / account holder | $147 | $2,844-94.8% | $2,495-94.1% | $12,270-98.8% |