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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 | $1,658 | $88,778-98.1% | $81,844-98.0% | $145,884-98.9% |
| Participation rate | 100.0% | 75.1%+24.9pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 23.09% | 1033.03%-1009.9pp | 778.87%-755.8pp | 551.85%-528.8pp |
| Employer contribution / active EE | $874 | $3,087-71.7% | $2,916-70.0% | $4,662-81.3% |
| Participant deferral / active EE | $32 | $4,648-99.3% | $4,323-99.3% | $6,690-99.5% |
| Admin fee / account holder | $0 | $8,430-100.0% | $7,355-100.0% | $13,392-100.0% |