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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 | $2,794 | $112,933-97.5% | $90,970-96.9% | $158,982-98.2% |
| Participation rate | 100.0% | 74.7%+25.3pp | 69.0%+31.0pp | 82.0%+18.0pp |
| Annual return | 29.31% | 215.82%-186.5pp | 134.60%-105.3pp | 302.99%-273.7pp |
| Employer contribution / active EE | $446 | $2,893-84.6% | $2,122-79.0% | $4,763-90.6% |
| Participant deferral / active EE | $719 | $4,128-82.6% | $3,373-78.7% | $5,983-88.0% |
| Admin fee / account holder | $11 | $8,047-99.9% | $5,961-99.8% | $11,252-99.9% |