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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 | $3,568 | $99,011-96.4% | $86,582-95.9% | $147,586-97.6% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 13.63% | 1312.75%-1299.1pp | 965.08%-951.5pp | 578.59%-565.0pp |
| Employer contribution / active EE | $144 | $3,132-95.4% | $2,839-94.9% | $4,876-97.1% |
| Participant deferral / active EE | $137 | $3,972-96.6% | $3,609-96.2% | $5,439-97.5% |
| Admin fee / account holder | $0 | $5,709-100.0% | $4,904-100.0% | $10,886-100.0% |