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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 | $1,717 | $70,121-97.6% | $63,803-97.3% | $138,895-98.8% |
| Participation rate | 83.3% | 77.2%+6.1pp | 72.7%+10.6pp | 79.9%+3.4pp |
| Annual return | 36.84% | 946.48%-909.6pp | 543.72%-506.9pp | 145.39%-108.6pp |
| Employer contribution / active EE | $0 | $2,882-100.0% | $2,532-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $698 | $4,535-84.6% | $3,843-81.9% | $6,396-89.1% |
| Admin fee / account holder | $0 | $6,738-100.0% | $5,196-100.0% | $12,562-100.0% |