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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 | $2,612 | $100,073-97.4% | $85,126-96.9% | $145,877-98.2% |
| Participation rate | 100.0% | 74.1%+25.9pp | 67.5%+32.5pp | 80.3%+19.7pp |
| Annual return | 16.21% | 84.11%-67.9pp | 66.63%-50.4pp | 551.28%-535.1pp |
| Employer contribution / active EE | $1,490 | $3,236-54.0% | $2,731-45.4% | $4,663-68.0% |
| Participant deferral / active EE | $873 | $5,294-83.5% | $4,523-80.7% | $6,691-86.9% |
| Admin fee / account holder | $21 | $7,261-99.7% | $6,160-99.7% | $13,402-99.8% |