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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 | $389 | $76,785-99.5% | $56,441-99.3% | $145,959-99.7% |
| Participation rate | 100.0% | 63.2%+36.8pp | 52.5%+47.5pp | 80.3%+19.7pp |
| Annual return | 9.20% | 3000.51%-2991.3pp | 1704.21%-1695.0pp | 561.95%-552.7pp |
| Employer contribution / active EE | $130 | $1,381-90.6% | $1,039-87.5% | $4,661-97.2% |
| Participant deferral / active EE | $198 | $2,624-92.5% | $1,953-89.9% | $6,689-97.0% |
| Admin fee / account holder | $46 | $3,334-98.6% | $2,829-98.4% | $13,398-99.7% |