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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 | $1,791 | $102,696-98.3% | $86,235-97.9% | $139,487-98.7% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.0%+31.0pp | 80.3%+19.7pp |
| Annual return | 46.38% | 1925.91%-1879.5pp | 1170.03%-1123.7pp | 373.84%-327.5pp |
| Employer contribution / active EE | $787 | $3,034-74.1% | $2,381-66.9% | $4,755-83.4% |
| Participant deferral / active EE | $787 | $4,679-83.2% | $3,987-80.3% | $6,713-88.3% |
| Admin fee / account holder | $8 | $8,667-99.9% | $6,856-99.9% | $11,407-99.9% |