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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 | $13,603 | $150,447-91.0% | $136,298-90.0% | $147,586-90.8% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 20.72% | 1049.15%-1028.4pp | 5156.27%-5135.6pp | 578.59%-557.9pp |
| Employer contribution / active EE | $1,534 | $5,256-70.8% | $4,696-67.3% | $4,876-68.5% |
| Participant deferral / active EE | $1,534 | $6,631-76.9% | $6,247-75.4% | $5,439-71.8% |
| Admin fee / account holder | $10 | $10,906-99.9% | $9,244-99.9% | $10,886-99.9% |