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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 | $9,652 | $150,446-93.6% | $136,297-92.9% | $147,585-93.5% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 14.26% | 1049.14%-1034.9pp | 5156.19%-5141.9pp | 578.58%-564.3pp |
| Employer contribution / active EE | $1,097 | $5,256-79.1% | $4,696-76.6% | $4,876-77.5% |
| Participant deferral / active EE | $966 | $6,631-85.4% | $6,247-84.5% | $5,439-82.2% |
| Admin fee / account holder | $46 | $10,906-99.6% | $9,244-99.5% | $10,886-99.6% |