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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 | $4,078 | $56,197-92.7% | $67,652-94.0% | $59,633-93.2% |
| Participation rate | 92.3% | 71.5%+20.8pp | 75.7%+16.6pp | 68.7%+23.6pp |
| Annual return | 55.88% | 18508.10%-18452.2pp | 6625.40%-6569.5pp | 2041.45%-1985.6pp |
| Employer contribution / active EE | $819 | $1,615-49.3% | $2,266-63.8% | $2,203-62.8% |
| Participant deferral / active EE | $0 | $2,844-100.0% | $3,560-100.0% | $3,192-100.0% |
| Admin fee / account holder | $82 | $3,958-97.9% | $4,821-98.3% | $4,297-98.1% |