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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 | $4,904 | $197,637-97.5% | $177,848-97.2% | $158,982-96.9% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 0.00% | 58.77%-58.8pp | 48.33%-48.3pp | 302.99%-303.0pp |
| Employer contribution / active EE | $1,973 | $6,698-70.6% | $5,919-66.7% | $4,763-58.6% |
| Participant deferral / active EE | $2,575 | $8,405-69.4% | $7,714-66.6% | $5,983-57.0% |
| Admin fee / account holder | $0 | $15,406-100.0% | $12,431-100.0% | $11,252-100.0% |