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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 | $5,765 | $202,440-97.2% | $169,390-96.6% | $139,466-95.9% |
| Participation rate | 100.0% | 81.1%+18.9pp | 77.2%+22.8pp | 80.3%+19.7pp |
| Annual return | 0.00% | 532.36%-532.4pp | 406.07%-406.1pp | 373.66%-373.7pp |
| Employer contribution / active EE | $4,341 | $4,693-7.5% | $4,013+8.2% | $4,754-8.7% |
| Participant deferral / active EE | $1,201 | $6,940-82.7% | $6,222-80.7% | $6,712-82.1% |
| Admin fee / account holder | $158 | $10,722-98.5% | $9,015-98.2% | $11,409-98.6% |