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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 | $4,749 | $96,643-95.1% | $86,617-94.5% | $139,456-96.6% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 21.60% | 106.57%-85.0pp | 591.91%-570.3pp | 373.45%-351.9pp |
| Employer contribution / active EE | $461 | $3,264-85.9% | $3,023-84.8% | $4,753-90.3% |
| Participant deferral / active EE | $600 | $4,835-87.6% | $4,437-86.5% | $6,711-91.1% |
| Admin fee / account holder | $39 | $6,406-99.4% | $5,613-99.3% | $11,407-99.7% |