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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 | $2,420 | $99,053-97.6% | $88,179-97.3% | $138,895-98.3% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.1%+30.9pp | 79.9%+20.1pp |
| Annual return | 41.29% | 78.17%-36.9pp | 64.97%-23.7pp | 145.39%-104.1pp |
| Employer contribution / active EE | $839 | $2,882-70.9% | $2,549-67.1% | $4,194-80.0% |
| Participant deferral / active EE | $839 | $5,225-83.9% | $4,614-81.8% | $6,396-86.9% |
| Admin fee / account holder | $51 | $8,748-99.4% | $7,673-99.3% | $12,562-99.6% |