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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 | $7,473 | $124,187-94.0% | $108,410-93.1% | $167,518-95.5% |
| Participation rate | 100.0% | 82.3%+17.7pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 40.72% | 1379.80%-1339.1pp | 905.34%-864.6pp | 478.71%-438.0pp |
| Employer contribution / active EE | $3,982 | $4,187-4.9% | $3,558+11.9% | $4,838-17.7% |
| Participant deferral / active EE | $2,115 | $6,908-69.4% | $6,562-67.8% | $6,342-66.7% |
| Admin fee / account holder | $4 | $9,456-100.0% | $7,296-99.9% | $12,312-100.0% |