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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 | $12,310 | $150,446-91.8% | $136,297-91.0% | $147,585-91.7% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 415.53% | 1049.14%-633.6pp | 5156.19%-4740.7pp | 578.58%-163.1pp |
| Employer contribution / active EE | $3,335 | $5,256-36.6% | $4,696-29.0% | $4,876-31.6% |
| Participant deferral / active EE | $1,472 | $6,631-77.8% | $6,247-76.4% | $5,439-72.9% |
| Admin fee / account holder | $253 | $10,906-97.7% | $9,244-97.3% | $10,886-97.7% |