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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 | $603 | $88,754-99.3% | $81,820-99.3% | $145,877-99.6% |
| Participation rate | 100.0% | 75.1%+24.9pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 90.95% | 1031.77%-940.8pp | 777.93%-687.0pp | 551.28%-460.3pp |
| Employer contribution / active EE | $0 | $3,085-100.0% | $2,915-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $640 | $4,648-86.2% | $4,323-85.2% | $6,691-90.4% |
| Admin fee / account holder | $161 | $8,424-98.1% | $7,391-97.8% | $13,402-98.8% |