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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 | $1,384 | $149,040-99.1% | $120,225-98.8% | $137,256-99.0% |
| Participation rate | 100.0% | 75.4%+24.6pp | 69.6%+30.4pp | 80.0%+20.0pp |
| Annual return | 21.95% | 605.68%-583.7pp | 439.23%-417.3pp | 220.34%-198.4pp |
| Employer contribution / active EE | $80 | $4,350-98.2% | $3,475-97.7% | $4,156-98.1% |
| Participant deferral / active EE | $219 | $4,655-95.3% | $3,999-94.5% | $6,407-96.6% |
| Admin fee / account holder | $9 | $6,348-99.9% | $5,696-99.8% | $12,270-99.9% |