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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 | $2,854 | $114,073-97.5% | $96,161-97.0% | $167,518-98.3% |
| Participation rate | 100.0% | 75.1%+24.9pp | 68.4%+31.6pp | 82.1%+17.9pp |
| Annual return | 23.21% | 189.95%-166.7pp | 192.01%-168.8pp | 478.71%-455.5pp |
| Employer contribution / active EE | $1,202 | $3,428-64.9% | $2,798-57.0% | $4,838-75.2% |
| Participant deferral / active EE | $574 | $5,195-89.0% | $4,349-86.8% | $6,342-91.0% |
| Admin fee / account holder | $17 | $6,899-99.8% | $5,538-99.7% | $12,312-99.9% |