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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 | $18,002 | $176,688-89.8% | $130,660-86.2% | $152,909-88.2% |
| Participation rate | 100.0% | 79.0%+21.0pp | 71.7%+28.3pp | 82.5%+17.5pp |
| Annual return | 7.33% | 2693.08%-2685.8pp | 1709.29%-1702.0pp | 345.46%-338.1pp |
| Employer contribution / active EE | $3,163 | $5,743-44.9% | $4,092-22.7% | $4,764-33.6% |
| Participant deferral / active EE | $0 | $4,362-100.0% | $3,603-100.0% | $5,851-100.0% |
| Admin fee / account holder | $0 | $7,131-100.0% | $5,463-100.0% | $11,601-100.0% |