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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 | $1,765 | $73,518-97.6% | $63,003-97.2% | $147,585-98.8% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.8%+25.2pp | 82.8%+17.2pp |
| Annual return | 50.64% | 175.46%-124.8pp | 87.59%-37.0pp | 578.57%-527.9pp |
| Employer contribution / active EE | $616 | $3,322-81.5% | $2,760-77.7% | $4,876-87.4% |
| Participant deferral / active EE | $616 | $4,183-85.3% | $3,329-81.5% | $5,439-88.7% |
| Admin fee / account holder | $4 | $5,952-99.9% | $3,600-99.9% | $10,885-100.0% |