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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 | $4,746 | $150,446-96.8% | $136,297-96.5% | $147,585-96.8% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 36.26% | 1049.14%-1012.9pp | 5156.19%-5119.9pp | 578.58%-542.3pp |
| Employer contribution / active EE | $1,683 | $5,256-68.0% | $4,696-64.2% | $4,876-65.5% |
| Participant deferral / active EE | $1,714 | $6,631-74.2% | $6,247-72.6% | $5,439-68.5% |
| Admin fee / account holder | $2 | $10,906-100.0% | $9,244-100.0% | $10,886-100.0% |