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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 | $7,493 | $156,970-95.2% | $121,210-93.8% | $139,487-94.6% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.5%+30.5pp | 80.3%+19.7pp |
| Annual return | 11.03% | 1477.10%-1466.1pp | 987.41%-976.4pp | 373.84%-362.8pp |
| Employer contribution / active EE | $1,615 | $5,546-70.9% | $4,171-61.3% | $4,755-66.0% |
| Participant deferral / active EE | $0 | $4,849-100.0% | $4,084-100.0% | $6,713-100.0% |
| Admin fee / account holder | $88 | $6,947-98.7% | $5,647-98.4% | $11,407-99.2% |