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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 | $1,685 | $92,684-98.2% | $82,706-98.0% | $134,509-98.7% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | 1.76% | 945.84%-944.1pp | 701.76%-700.0pp | 418.13%-416.4pp |
| Employer contribution / active EE | $453 | $3,272-86.2% | $3,007-85.0% | $4,741-90.5% |
| Participant deferral / active EE | $453 | $4,800-90.6% | $4,394-89.7% | $6,400-92.9% |
| Admin fee / account holder | $6 | $5,982-99.9% | $5,329-99.9% | $11,427-99.9% |