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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 | $1,309 | $111,830-98.8% | $93,696-98.6% | $145,884-99.1% |
| Participation rate | 82.4% | 74.2%+8.1pp | 68.7%+13.6pp | 80.3%+2.1pp |
| Annual return | 13.04% | 204.08%-191.0pp | 133.74%-120.7pp | 551.85%-538.8pp |
| Employer contribution / active EE | $0 | $3,093-100.0% | $2,422-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $562 | $4,920-88.6% | $4,417-87.3% | $6,690-91.6% |
| Admin fee / account holder | $261 | $10,249-97.5% | $8,287-96.8% | $13,392-98.0% |