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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 | $169,237-95.7% | $129,339-94.4% | $145,978-95.1% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 13.54% | 14364.43%-14350.9pp | 9437.05%-9423.5pp | 550.52%-537.0pp |
| Employer contribution / active EE | $500 | $5,540-91.0% | $4,154-88.0% | $4,662-89.3% |
| Participant deferral / active EE | $0 | $4,991-100.0% | $4,170-100.0% | $6,690-100.0% |
| Admin fee / account holder | $0 | $9,882-100.0% | $7,668-100.0% | $13,400-100.0% |