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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 | $13,643 | $150,447-90.9% | $136,298-90.0% | $147,586-90.8% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 101.76% | 1049.15%-947.4pp | 5156.27%-5054.5pp | 578.59%-476.8pp |
| Employer contribution / active EE | $991 | $5,256-81.1% | $4,696-78.9% | $4,876-79.7% |
| Participant deferral / active EE | $1,252 | $6,631-81.1% | $6,247-80.0% | $5,439-77.0% |
| Admin fee / account holder | $0 | $10,906-100.0% | $9,244-100.0% | $10,886-100.0% |