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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 | $3,776 | $185,905-98.0% | $170,057-97.8% | $139,487-97.3% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 0.00% | 60.56%-60.6pp | 53.42%-53.4pp | 373.84%-373.8pp |
| Employer contribution / active EE | $2,155 | $7,597-71.6% | $6,790-68.3% | $4,755-54.7% |
| Participant deferral / active EE | $2,000 | $11,627-82.8% | $10,411-80.8% | $6,713-70.2% |
| Admin fee / account holder | $255 | $15,397-98.3% | $12,826-98.0% | $11,407-97.8% |