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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 | $17,293 | $144,130-88.0% | $117,861-85.3% | $147,586-88.3% |
| Participation rate | 100.0% | 83.4%+16.6pp | 79.7%+20.3pp | 82.8%+17.2pp |
| Annual return | 0.00% | 531.20%-531.2pp | 335.11%-335.1pp | 578.59%-578.6pp |
| Employer contribution / active EE | $15,789 | $4,897+222.4% | $3,786+317.0% | $4,876+223.8% |
| Participant deferral / active EE | $1,500 | $5,316-71.8% | $4,482-66.5% | $5,439-72.4% |
| Admin fee / account holder | $0 | $10,887-100.0% | $8,021-100.0% | $10,886-100.0% |