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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 | $6,050 | $73,546-91.8% | $63,018-90.4% | $147,586-95.9% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.8%+25.2pp | 82.8%+17.2pp |
| Annual return | 18.86% | 175.56%-156.7pp | 87.62%-68.8pp | 578.59%-559.7pp |
| Employer contribution / active EE | $411 | $3,324-87.6% | $2,761-85.1% | $4,876-91.6% |
| Participant deferral / active EE | $16 | $4,185-99.6% | $3,330-99.5% | $5,439-99.7% |
| Admin fee / account holder | $228 | $5,956-96.2% | $3,601-93.7% | $10,886-97.9% |