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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 | $1,411 | $99,031-98.6% | $86,597-98.4% | $147,585-99.0% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 19.63% | 1312.56%-1292.9pp | 964.96%-945.3pp | 578.57%-558.9pp |
| Employer contribution / active EE | $467 | $3,132-85.1% | $2,840-83.6% | $4,876-90.4% |
| Participant deferral / active EE | $0 | $3,972-100.0% | $3,609-100.0% | $5,439-100.0% |
| Admin fee / account holder | $84 | $5,711-98.5% | $4,906-98.3% | $10,885-99.2% |