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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 | $3,600 | $155,840-97.7% | $124,694-97.1% | $167,553-97.9% |
| Participation rate | 100.0% | 81.1%+18.9pp | 74.6%+25.4pp | 82.1%+17.9pp |
| Annual return | 21.87% | 17.98%+3.9pp | 5144.82%-5123.0pp | 478.89%-457.0pp |
| Employer contribution / active EE | $1,060 | $4,165-74.6% | $3,325-68.1% | $4,840-78.1% |
| Participant deferral / active EE | $1,060 | $5,675-81.3% | $4,615-77.0% | $6,343-83.3% |
| Admin fee / account holder | $14 | $9,536-99.9% | $7,495-99.8% | $12,316-99.9% |