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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 | $6,322 | $99,668-93.7% | $86,451-92.7% | $134,545-95.3% |
| Participation rate | 100.0% | 82.1%+17.9pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | 0.80% | 6789.61%-6788.8pp | 4398.51%-4397.7pp | 418.37%-417.6pp |
| Employer contribution / active EE | $5,192 | $4,403+17.9% | $3,770+37.7% | $4,742+9.5% |
| Participant deferral / active EE | $1,710 | $7,249-76.4% | $6,953-75.4% | $6,401-73.3% |
| Admin fee / account holder | $1 | $8,377-100.0% | $6,734-100.0% | $11,431-100.0% |