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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 | $3,002 | $111,878-97.3% | $93,727-96.8% | $145,897-97.9% |
| Participation rate | 100.0% | 74.2%+25.8pp | 68.7%+31.3pp | 80.3%+19.7pp |
| Annual return | 9.27% | 204.28%-195.0pp | 133.83%-124.6pp | 552.29%-543.0pp |
| Employer contribution / active EE | $590 | $3,092-80.9% | $2,421-75.6% | $4,663-87.4% |
| Participant deferral / active EE | $1,037 | $4,920-78.9% | $4,417-76.5% | $6,689-84.5% |
| Admin fee / account holder | $92 | $10,256-99.1% | $8,292-98.9% | $13,390-99.3% |