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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 | $3,675 | $57,312-93.6% | $86,617-95.8% | $75,181-95.1% |
| Participation rate | 100.0% | 63.2%+36.8pp | 71.7%+28.3pp | 67.2%+32.8pp |
| Annual return | 22.00% | 2672.78%-2650.8pp | 591.91%-569.9pp | 160.69%-138.7pp |
| Employer contribution / active EE | $911 | $2,315-60.7% | $3,023-69.9% | $2,671-65.9% |
| Participant deferral / active EE | $715 | $3,319-78.5% | $4,437-83.9% | $4,126-82.7% |
| Admin fee / account holder | $26 | $4,114-99.4% | $5,613-99.5% | $5,650-99.5% |