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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 | $5,931 | $103,008-94.2% | $90,304-93.4% | $152,897-96.1% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.5%+17.5pp |
| Annual return | 18.58% | 95.22%-76.6pp | 78.13%-59.6pp | 345.43%-326.8pp |
| Employer contribution / active EE | $752 | $3,139-76.1% | $2,855-73.7% | $4,764-84.2% |
| Participant deferral / active EE | $752 | $4,281-82.4% | $3,885-80.6% | $5,851-87.1% |
| Admin fee / account holder | $49 | $6,175-99.2% | $5,354-99.1% | $11,599-99.6% |