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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 | $7,186 | $107,941-93.3% | $91,994-92.2% | $152,909-95.3% |
| Participation rate | 100.0% | 81.2%+18.8pp | 78.6%+21.4pp | 82.5%+17.5pp |
| Annual return | 0.00% | 89.28%-89.3pp | 69.04%-69.0pp | 345.46%-345.5pp |
| Employer contribution / active EE | $5,710 | $4,212+35.6% | $3,453+65.4% | $4,764+19.9% |
| Participant deferral / active EE | $1,359 | $6,366-78.7% | $5,924-77.1% | $5,851-76.8% |
| Admin fee / account holder | $11 | $10,521-99.9% | $7,744-99.9% | $11,601-99.9% |