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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 | $4,753 | $114,119-95.8% | $107,187-95.6% | $138,895-96.6% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 79.9%+20.1pp |
| Annual return | 22.41% | 273.21%-250.8pp | 204.55%-182.1pp | 145.39%-123.0pp |
| Employer contribution / active EE | $0 | $4,059-100.0% | $3,782-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $702 | $5,538-87.3% | $5,096-86.2% | $6,396-89.0% |
| Admin fee / account holder | $17 | $10,024-99.8% | $9,162-99.8% | $12,562-99.9% |