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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 | $1,021 | $112,729-99.1% | $98,716-99.0% | $137,256-99.3% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.3%+30.7pp | 80.0%+20.0pp |
| Annual return | 88.85% | 38.48%+50.4pp | 31.81%+57.0pp | 220.34%-131.5pp |
| Employer contribution / active EE | $667 | $2,725-75.5% | $2,279-70.7% | $4,156-84.0% |
| Participant deferral / active EE | $667 | $4,640-85.6% | $4,048-83.5% | $6,407-89.6% |
| Admin fee / account holder | $248 | $10,129-97.6% | $8,703-97.2% | $12,270-98.0% |