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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 | $1,751 | $110,248-98.4% | $95,728-98.2% | $139,456-98.7% |
| Participation rate | 100.0% | 75.7%+24.3pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 40.54% | 27.16%+13.4pp | 28.40%+12.1pp | 373.45%-332.9pp |
| Employer contribution / active EE | $485 | $3,258-85.1% | $2,835-82.9% | $4,753-89.8% |
| Participant deferral / active EE | $485 | $4,675-89.6% | $4,245-88.6% | $6,711-92.8% |
| Admin fee / account holder | $2 | $6,607-100.0% | $5,673-100.0% | $11,407-100.0% |