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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 | $1,045 | $72,446-98.6% | $67,561-98.5% | $145,877-99.3% |
| Participation rate | 88.9% | 76.9%+12.0pp | 72.9%+16.0pp | 80.3%+8.6pp |
| Annual return | 14.24% | 7211.98%-7197.7pp | 3525.44%-3511.2pp | 551.28%-537.0pp |
| Employer contribution / active EE | $0 | $3,072-100.0% | $2,735-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $410 | $4,785-91.4% | $4,003-89.8% | $6,691-93.9% |
| Admin fee / account holder | $204 | $5,541-96.3% | $4,006-94.9% | $13,402-98.5% |