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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 | $5,685 | $108,942-94.8% | $100,415-94.3% | $145,897-96.1% |
| Participation rate | 100.0% | 83.0%+17.0pp | 81.5%+18.5pp | 80.3%+19.7pp |
| Annual return | 20.93% | 58.27%-37.3pp | 49.47%-28.5pp | 552.29%-531.4pp |
| Employer contribution / active EE | $796 | $4,422-82.0% | $3,943-79.8% | $4,663-82.9% |
| Participant deferral / active EE | $1,587 | $8,461-81.2% | $8,091-80.4% | $6,689-76.3% |
| Admin fee / account holder | $7 | $9,702-99.9% | $7,906-99.9% | $13,390-99.9% |