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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 | $16,721 | $185,199-91.0% | $142,874-88.3% | $167,518-90.0% |
| Participation rate | 100.0% | 78.5%+21.5pp | 72.0%+28.0pp | 82.1%+17.9pp |
| Annual return | 24.31% | 8556.90%-8532.6pp | 5638.58%-5614.3pp | 478.71%-454.4pp |
| Employer contribution / active EE | $926 | $5,606-83.5% | $4,145-77.7% | $4,838-80.9% |
| Participant deferral / active EE | $0 | $4,495-100.0% | $3,838-100.0% | $6,342-100.0% |
| Admin fee / account holder | $129 | $8,031-98.4% | $6,561-98.0% | $12,312-99.0% |