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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 | $2,770 | $108,882-97.5% | $96,754-97.1% | $154,746-98.2% |
| Participation rate | 100.0% | 75.1%+24.9pp | 70.3%+29.7pp | 80.7%+19.3pp |
| Annual return | 16.89% | 98.39%-81.5pp | 82.04%-65.1pp | 172.34%-155.4pp |
| Employer contribution / active EE | $476 | $3,018-84.2% | $2,679-82.2% | $4,379-89.1% |
| Participant deferral / active EE | $595 | $5,323-88.8% | $4,758-87.5% | $6,730-91.2% |
| Admin fee / account holder | $155 | $10,200-98.5% | $8,905-98.3% | $14,365-98.9% |