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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 | $1,490 | $112,915-98.7% | $90,965-98.4% | $158,950-99.1% |
| Participation rate | 100.0% | 74.7%+25.3pp | 69.0%+31.0pp | 82.0%+18.0pp |
| Annual return | 37.16% | 215.75%-178.6pp | 134.57%-97.4pp | 302.91%-265.8pp |
| Employer contribution / active EE | $555 | $2,894-80.8% | $2,122-73.8% | $4,762-88.3% |
| Participant deferral / active EE | $833 | $4,128-79.8% | $3,373-75.3% | $5,983-86.1% |
| Admin fee / account holder | $6 | $8,044-99.9% | $5,960-99.9% | $11,248-100.0% |