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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 | $4,096 | $105,145-96.1% | $94,664-95.7% | $139,466-97.1% |
| Participation rate | 100.0% | 82.4%+17.6pp | 80.8%+19.2pp | 80.3%+19.7pp |
| Annual return | 57.30% | 38.09%+19.2pp | 156.84%-99.5pp | 373.66%-316.4pp |
| Employer contribution / active EE | $796 | $4,107-80.6% | $3,673-78.3% | $4,754-83.3% |
| Participant deferral / active EE | $2,120 | $7,599-72.1% | $7,417-71.4% | $6,712-68.4% |
| Admin fee / account holder | $4 | $8,972-100.0% | $7,222-99.9% | $11,409-100.0% |