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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 | $5,876 | $171,867-96.6% | $149,721-96.1% | $147,586-96.0% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 25.55% | 2113.36%-2087.8pp | 1501.67%-1476.1pp | 578.59%-553.0pp |
| Employer contribution / active EE | $2,794 | $6,275-55.5% | $5,444-48.7% | $4,876-42.7% |
| Participant deferral / active EE | $540 | $7,270-92.6% | $6,568-91.8% | $5,439-90.1% |
| Admin fee / account holder | $49 | $13,799-99.6% | $11,282-99.6% | $10,886-99.5% |