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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 | $4,201 | $109,905-96.2% | $98,506-95.7% | $167,553-97.5% |
| Participation rate | 80.0% | 75.8%+4.2pp | 73.3%+6.7pp | 82.1%-2.1pp |
| Annual return | 13.65% | 1960.20%-1946.6pp | 1494.92%-1481.3pp | 478.89%-465.2pp |
| Employer contribution / active EE | $780 | $3,226-75.8% | $2,961-73.6% | $4,840-83.9% |
| Participant deferral / active EE | $0 | $4,674-100.0% | $4,277-100.0% | $6,343-100.0% |
| Admin fee / account holder | $34 | $6,760-99.5% | $5,955-99.4% | $12,316-99.7% |