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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 | $1,017 | $149,040-99.3% | $120,225-99.2% | $137,256-99.3% |
| Participation rate | 94.1% | 75.4%+18.7pp | 69.6%+24.5pp | 80.0%+14.2pp |
| Annual return | 26.51% | 605.68%-579.2pp | 439.23%-412.7pp | 220.34%-193.8pp |
| Employer contribution / active EE | $152 | $4,350-96.5% | $3,475-95.6% | $4,156-96.3% |
| Participant deferral / active EE | $290 | $4,655-93.8% | $3,999-92.7% | $6,407-95.5% |
| Admin fee / account holder | $1 | $6,348-100.0% | $5,696-100.0% | $12,270-100.0% |