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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 | $2,353 | $110,093-97.9% | $97,295-97.6% | $145,897-98.4% |
| Participation rate | 100.0% | 75.9%+24.1pp | 72.7%+27.3pp | 80.3%+19.7pp |
| Annual return | 14.80% | 244.76%-230.0pp | 75.62%-60.8pp | 552.29%-537.5pp |
| Employer contribution / active EE | $343 | $3,077-88.9% | $2,723-87.4% | $4,663-92.7% |
| Participant deferral / active EE | $343 | $4,678-92.7% | $4,264-92.0% | $6,689-94.9% |
| Admin fee / account holder | $14 | $6,212-99.8% | $5,646-99.8% | $13,390-99.9% |