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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 | $169 | $96,388-99.8% | $80,627-99.8% | $139,466-99.9% |
| Participation rate | 100.0% | 73.6%+26.4pp | 67.0%+33.0pp | 80.3%+19.7pp |
| Annual return | 20.97% | 1352.08%-1331.1pp | 936.76%-915.8pp | 373.66%-352.7pp |
| Employer contribution / active EE | $0 | $3,260-100.0% | $2,723-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $19 | $5,224-99.6% | $4,443-99.6% | $6,712-99.7% |
| Admin fee / account holder | $1 | $6,603-100.0% | $5,381-100.0% | $11,409-100.0% |