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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 | $867 | $96,691-99.1% | $86,656-99.0% | $139,487-99.4% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 59.56% | 106.87%-47.3pp | 593.09%-533.5pp | 373.84%-314.3pp |
| Employer contribution / active EE | $448 | $3,267-86.3% | $3,025-85.2% | $4,755-90.6% |
| Participant deferral / active EE | $111 | $4,838-97.7% | $4,439-97.5% | $6,713-98.3% |
| Admin fee / account holder | $0 | $6,414-100.0% | $5,619-100.0% | $11,407-100.0% |