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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 | $1,273 | $102,595-98.8% | $94,057-98.6% | $154,746-99.2% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 80.7%+19.3pp |
| Annual return | 23.24% | 583.42%-560.2pp | 480.62%-457.4pp | 172.34%-149.1pp |
| Employer contribution / active EE | $536 | $3,147-83.0% | $2,933-81.7% | $4,379-87.8% |
| Participant deferral / active EE | $536 | $5,118-89.5% | $4,709-88.6% | $6,730-92.0% |
| Admin fee / account holder | $15 | $7,736-99.8% | $7,244-99.8% | $14,365-99.9% |