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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 | $4,579 | $118,877-96.1% | $96,570-95.3% | $167,536-97.3% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.8%+30.2pp | 82.1%+17.9pp |
| Annual return | 14.20% | 50.50%-36.3pp | 37.79%-23.6pp | 478.82%-464.6pp |
| Employer contribution / active EE | $613 | $3,121-80.4% | $2,357-74.0% | $4,839-87.3% |
| Participant deferral / active EE | $1,007 | $4,617-78.2% | $3,849-73.8% | $6,342-84.1% |
| Admin fee / account holder | $23 | $8,069-99.7% | $6,182-99.6% | $12,315-99.8% |