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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 | $4,745 | $123,854-96.2% | $69,623-93.2% | $145,884-96.7% |
| Participation rate | 100.0% | 69.2%+30.8pp | 66.4%+33.6pp | 80.3%+19.7pp |
| Annual return | 11.60% | 192.35%-180.7pp | 101.23%-89.6pp | 551.85%-540.2pp |
| Employer contribution / active EE | $380 | $2,673-85.8% | $1,709-77.8% | $4,662-91.8% |
| Participant deferral / active EE | $0 | $4,242-100.0% | $2,890-100.0% | $6,690-100.0% |
| Admin fee / account holder | $129 | $7,822-98.3% | $4,696-97.2% | $13,392-99.0% |