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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 | $758 | $76,519-99.0% | $56,025-98.6% | $145,897-99.5% |
| Participation rate | 83.3% | 63.2%+20.1pp | 52.5%+30.8pp | 80.3%+3.0pp |
| Annual return | 5.48% | 3017.03%-3011.5pp | 1712.69%-1707.2pp | 552.29%-546.8pp |
| Employer contribution / active EE | $0 | $1,383-100.0% | $1,042-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $77 | $2,624-97.1% | $1,955-96.1% | $6,689-98.9% |
| Admin fee / account holder | $7 | $3,331-99.8% | $2,828-99.8% | $13,390-99.9% |