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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 | $1,225 | $100,938-98.8% | $90,461-98.6% | $158,982-99.2% |
| Participation rate | 94.4% | 75.0%+19.4pp | 72.7%+21.8pp | 82.0%+12.5pp |
| Annual return | 82.93% | 1727.20%-1644.3pp | 1294.76%-1211.8pp | 302.99%-220.1pp |
| Employer contribution / active EE | $433 | $3,691-88.3% | $3,264-86.7% | $4,763-90.9% |
| Participant deferral / active EE | $649 | $4,350-85.1% | $3,964-83.6% | $5,983-89.1% |
| Admin fee / account holder | $6 | $6,510-99.9% | $5,617-99.9% | $11,252-99.9% |