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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 | $4,640 | $169,237-97.3% | $129,339-96.4% | $145,978-96.8% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 14.42% | 14364.43%-14350.0pp | 9437.05%-9422.6pp | 550.52%-536.1pp |
| Employer contribution / active EE | $220 | $5,540-96.0% | $4,154-94.7% | $4,662-95.3% |
| Participant deferral / active EE | $270 | $4,991-94.6% | $4,170-93.5% | $6,690-96.0% |
| Admin fee / account holder | $0 | $9,882-100.0% | $7,668-100.0% | $13,400-100.0% |