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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 | $820 | $104,937-99.2% | $84,628-99.0% | $152,897-99.5% |
| Participation rate | 100.0% | 74.8%+25.2pp | 68.2%+31.8pp | 82.5%+17.5pp |
| Annual return | 38.16% | 373.88%-335.7pp | 258.80%-220.6pp | 345.43%-307.3pp |
| Employer contribution / active EE | $599 | $3,303-81.9% | $2,653-77.4% | $4,764-87.4% |
| Participant deferral / active EE | $172 | $4,690-96.3% | $3,900-95.6% | $5,851-97.1% |
| Admin fee / account holder | $0 | $6,243-100.0% | $4,914-100.0% | $11,599-100.0% |