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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 | $1,819 | $112,935-98.4% | $90,970-98.0% | $158,966-98.9% |
| Participation rate | 100.0% | 74.7%+25.3pp | 69.0%+31.0pp | 82.0%+18.0pp |
| Annual return | 33.74% | 215.79%-182.0pp | 134.58%-100.8pp | 302.95%-269.2pp |
| Employer contribution / active EE | $788 | $2,895-72.8% | $2,122-62.9% | $4,762-83.4% |
| Participant deferral / active EE | $323 | $4,129-92.2% | $3,373-90.4% | $5,983-94.6% |
| Admin fee / account holder | $8 | $8,045-99.9% | $5,960-99.9% | $11,250-99.9% |