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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 | $5,945 | $96,678-93.9% | $86,640-93.1% | $139,466-95.7% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 18.22% | 106.69%-88.5pp | 592.52%-574.3pp | 373.66%-355.4pp |
| Employer contribution / active EE | $635 | $3,265-80.6% | $3,024-79.0% | $4,754-86.6% |
| Participant deferral / active EE | $706 | $4,837-85.4% | $4,438-84.1% | $6,712-89.5% |
| Admin fee / account holder | $54 | $6,410-99.2% | $5,616-99.0% | $11,409-99.5% |