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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 | $16,947 | $150,442-88.7% | $136,295-87.6% | $147,585-88.5% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 13.91% | 1049.09%-1035.2pp | 5155.97%-5142.1pp | 578.56%-564.7pp |
| Employer contribution / active EE | $11,792 | $5,256+124.3% | $4,695+151.1% | $4,876+141.8% |
| Participant deferral / active EE | $61 | $6,630-99.1% | $6,247-99.0% | $5,439-98.9% |
| Admin fee / account holder | $284 | $10,905-97.4% | $9,243-96.9% | $10,885-97.4% |