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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 | $111,787-97.3% | $93,681-96.8% | $145,978-97.9% |
| Participation rate | 100.0% | 74.2%+25.8pp | 68.7%+31.3pp | 80.3%+19.7pp |
| Annual return | 9.27% | 203.52%-194.2pp | 133.47%-124.2pp | 550.52%-541.2pp |
| Employer contribution / active EE | $590 | $3,093-80.9% | $2,422-75.7% | $4,662-87.4% |
| Participant deferral / active EE | $1,037 | $4,918-78.9% | $4,415-76.5% | $6,690-84.5% |
| Admin fee / account holder | $92 | $10,256-99.1% | $8,290-98.9% | $13,400-99.3% |