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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 | $2,207 | $118,869-98.1% | $96,575-97.7% | $167,518-98.7% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.8%+30.2pp | 82.1%+17.9pp |
| Annual return | 37.90% | 50.49%-12.6pp | 37.79%+0.1pp | 478.71%-440.8pp |
| Employer contribution / active EE | $601 | $3,120-80.7% | $2,357-74.5% | $4,838-87.6% |
| Participant deferral / active EE | $962 | $4,616-79.2% | $3,849-75.0% | $6,342-84.8% |
| Admin fee / account holder | $10 | $8,067-99.9% | $6,182-99.8% | $12,312-99.9% |