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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 | $2,719 | $121,677-97.8% | $104,625-97.4% | $158,966-98.3% |
| Participation rate | 100.0% | 77.5%+22.5pp | 74.1%+25.9pp | 82.0%+18.0pp |
| Annual return | 22.01% | 465.58%-443.6pp | 340.60%-318.6pp | 302.95%-280.9pp |
| Employer contribution / active EE | $939 | $3,165-70.3% | $2,681-65.0% | $4,762-80.3% |
| Participant deferral / active EE | $536 | $4,175-87.2% | $3,738-85.7% | $5,983-91.0% |
| Admin fee / account holder | $16 | $7,777-99.8% | $6,465-99.8% | $11,250-99.9% |