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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 | $124,980-99.2% | $108,359-99.1% | $154,746-99.3% |
| Participation rate | 100.0% | 75.2%+24.8pp | 70.1%+29.9pp | 80.7%+19.3pp |
| Annual return | 88.85% | 45.00%+43.8pp | 36.89%+52.0pp | 172.34%-83.5pp |
| Employer contribution / active EE | $667 | $2,851-76.6% | $2,399-72.2% | $4,379-84.8% |
| Participant deferral / active EE | $667 | $4,743-85.9% | $4,137-83.9% | $6,730-90.1% |
| Admin fee / account holder | $248 | $11,502-97.8% | $9,741-97.5% | $14,365-98.3% |