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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 | $4,988 | $171,867-97.1% | $149,721-96.7% | $147,586-96.6% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 16.95% | 2113.36%-2096.4pp | 1501.67%-1484.7pp | 578.59%-561.6pp |
| Employer contribution / active EE | $1,917 | $6,275-69.5% | $5,444-64.8% | $4,876-60.7% |
| Participant deferral / active EE | $2,211 | $7,270-69.6% | $6,568-66.3% | $5,439-59.3% |
| Admin fee / account holder | $0 | $13,799-100.0% | $11,282-100.0% | $10,886-100.0% |