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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 | $13,992 | $124,175-88.7% | $108,405-87.1% | $167,536-91.6% |
| Participation rate | 100.0% | 82.3%+17.7pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 22.51% | 1380.13%-1357.6pp | 905.55%-883.0pp | 478.82%-456.3pp |
| Employer contribution / active EE | $1,167 | $4,188-72.1% | $3,559-67.2% | $4,839-75.9% |
| Participant deferral / active EE | $1,750 | $6,908-74.7% | $6,563-73.3% | $6,342-72.4% |
| Admin fee / account holder | $29 | $9,457-99.7% | $7,297-99.6% | $12,315-99.8% |