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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 | $11,410 | $138,114-91.7% | $125,391-90.9% | $134,545-91.5% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | 0.00% | 750.88%-750.9pp | 572.41%-572.4pp | 418.37%-418.4pp |
| Employer contribution / active EE | $11,179 | $5,246+113.1% | $4,816+132.1% | $4,742+135.8% |
| Participant deferral / active EE | $910 | $7,801-88.3% | $7,448-87.8% | $6,401-85.8% |
| Admin fee / account holder | $15 | $11,570-99.9% | $10,009-99.9% | $11,431-99.9% |