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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 | $1,401 | $109,967-98.7% | $97,197-98.6% | $145,877-99.0% |
| Participation rate | 100.0% | 76.0%+24.0pp | 72.7%+27.3pp | 80.3%+19.7pp |
| Annual return | 50.19% | 244.27%-194.1pp | 75.47%-25.3pp | 551.28%-501.1pp |
| Employer contribution / active EE | $594 | $3,077-80.7% | $2,723-78.2% | $4,663-87.3% |
| Participant deferral / active EE | $613 | $4,676-86.9% | $4,263-85.6% | $6,691-90.8% |
| Admin fee / account holder | $112 | $6,199-98.2% | $5,637-98.0% | $13,402-99.2% |