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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 | $4,182 | $198,462-97.9% | $170,439-97.5% | $147,585-97.2% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 73.51% | 257.30%-183.8pp | 205.94%-132.4pp | 578.58%-505.1pp |
| Employer contribution / active EE | $0 | $6,184-100.0% | $5,433-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $815 | $5,629-85.5% | $4,939-83.5% | $5,439-85.0% |
| Admin fee / account holder | $20 | $16,852-99.9% | $13,881-99.9% | $10,886-99.8% |