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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 | $1,313 | $112,729-98.8% | $98,716-98.7% | $137,256-99.0% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.3%+30.7pp | 80.0%+20.0pp |
| Annual return | 131.65% | 38.48%+93.2pp | 31.81%+99.8pp | 220.34%-88.7pp |
| Employer contribution / active EE | $677 | $2,725-75.2% | $2,279-70.3% | $4,156-83.7% |
| Participant deferral / active EE | $677 | $4,640-85.4% | $4,048-83.3% | $6,407-89.4% |
| Admin fee / account holder | $252 | $10,129-97.5% | $8,703-97.1% | $12,270-97.9% |