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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 | $1,731 | $100,139-98.3% | $85,187-98.0% | $145,884-98.8% |
| Participation rate | 100.0% | 74.1%+25.9pp | 67.5%+32.5pp | 80.3%+19.7pp |
| Annual return | 16.63% | 84.15%-67.5pp | 66.67%-50.0pp | 551.85%-535.2pp |
| Employer contribution / active EE | $511 | $3,238-84.2% | $2,732-81.3% | $4,662-89.0% |
| Participant deferral / active EE | $638 | $5,296-87.9% | $4,525-85.9% | $6,690-90.5% |
| Admin fee / account holder | $17 | $7,262-99.8% | $6,162-99.7% | $13,392-99.9% |