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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 | $6,172 | $84,694-92.7% | $73,843-91.6% | $125,392-95.1% |
| Participation rate | 100.0% | 76.8%+23.2pp | 73.4%+26.6pp | 83.2%+16.8pp |
| Annual return | 19.54% | 3123.66%-3104.1pp | 2267.91%-2248.4pp | 282.23%-262.7pp |
| Employer contribution / active EE | $1,301 | $3,123-58.3% | $2,787-53.3% | $4,866-73.3% |
| Participant deferral / active EE | $0 | $3,992-100.0% | $3,583-100.0% | $5,351-100.0% |
| Admin fee / account holder | $194 | $5,691-96.6% | $4,880-96.0% | $9,541-98.0% |