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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 | $7,202 | $169,361-95.7% | $129,397-94.4% | $145,877-95.1% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 13.54% | 14395.54%-14382.0pp | 9453.98%-9440.4pp | 551.28%-537.7pp |
| Employer contribution / active EE | $500 | $5,542-91.0% | $4,154-88.0% | $4,663-89.3% |
| Participant deferral / active EE | $0 | $4,987-100.0% | $4,167-100.0% | $6,691-100.0% |
| Admin fee / account holder | $0 | $9,903-100.0% | $7,679-100.0% | $13,402-100.0% |