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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 | $2,035 | $88,702-97.7% | $81,780-97.5% | $145,978-98.6% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 9.99% | 1029.12%-1019.1pp | 776.27%-766.3pp | 550.52%-540.5pp |
| Employer contribution / active EE | $2,798 | $3,084-9.3% | $2,914-4.0% | $4,662-40.0% |
| Participant deferral / active EE | $484 | $4,645-89.6% | $4,321-88.8% | $6,690-92.8% |
| Admin fee / account holder | $127 | $8,414-98.5% | $7,384-98.3% | $13,400-99.1% |