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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 | $174 | $76,634-99.8% | $56,054-99.7% | $145,978-99.9% |
| Participation rate | 100.0% | 63.2%+36.8pp | 52.5%+47.5pp | 80.3%+19.7pp |
| Annual return | 20.69% | 3004.33%-2983.6pp | 1705.95%-1685.3pp | 550.52%-529.8pp |
| Employer contribution / active EE | $52 | $1,380-96.2% | $1,039-95.0% | $4,662-98.9% |
| Participant deferral / active EE | $52 | $2,622-98.0% | $1,952-97.3% | $6,690-99.2% |
| Admin fee / account holder | $0 | $3,321-100.0% | $2,822-100.0% | $13,400-100.0% |