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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 | $3,209 | $105,145-96.9% | $94,664-96.6% | $139,466-97.7% |
| Participation rate | 100.0% | 82.4%+17.6pp | 80.8%+19.2pp | 80.3%+19.7pp |
| Annual return | 93.27% | 38.09%+55.2pp | 156.84%-63.6pp | 373.66%-280.4pp |
| Employer contribution / active EE | $726 | $4,107-82.3% | $3,673-80.2% | $4,754-84.7% |
| Participant deferral / active EE | $1,863 | $7,599-75.5% | $7,417-74.9% | $6,712-72.2% |
| Admin fee / account holder | $2 | $8,972-100.0% | $7,222-100.0% | $11,409-100.0% |