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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 | $1,090 | $96,388-98.9% | $80,627-98.6% | $139,466-99.2% |
| Participation rate | 71.4% | 73.6%-2.2pp | 67.0%+4.4pp | 80.3%-8.9pp |
| Annual return | 136.87% | 1352.08%-1215.2pp | 936.76%-799.9pp | 373.66%-236.8pp |
| Employer contribution / active EE | $441 | $3,260-86.5% | $2,723-83.8% | $4,754-90.7% |
| Participant deferral / active EE | $579 | $5,224-88.9% | $4,443-87.0% | $6,712-91.4% |
| Admin fee / account holder | $7 | $6,603-99.9% | $5,381-99.9% | $11,409-99.9% |