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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 | $7,204 | $65,555-89.0% | $86,216-91.6% | $75,173-90.4% |
| Participation rate | 100.0% | 60.5%+39.5pp | 69.0%+31.0pp | 67.2%+32.8pp |
| Annual return | 17.28% | 46.07%-28.8pp | 1169.42%-1152.1pp | 160.72%-143.4pp |
| Employer contribution / active EE | $587 | $1,553-62.2% | $2,382-75.3% | $2,671-78.0% |
| Participant deferral / active EE | $592 | $3,023-80.4% | $3,986-85.2% | $4,126-85.7% |
| Admin fee / account holder | $0 | $5,469-100.0% | $6,853-100.0% | $5,651-100.0% |