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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 | $8,124 | $209,847-96.1% | $189,520-95.7% | $167,518-95.2% |
| Participation rate | 75.0% | 88.7%-13.7pp | 87.8%-12.8pp | 82.1%-7.1pp |
| Annual return | 0.00% | 748.45%-748.4pp | 555.25%-555.2pp | 478.71%-478.7pp |
| Employer contribution / active EE | $2,974 | $6,913-57.0% | $6,161-51.7% | $4,838-38.5% |
| Participant deferral / active EE | $2,974 | $8,934-66.7% | $8,220-63.8% | $6,342-53.1% |
| Admin fee / account holder | $1 | $14,295-100.0% | $12,046-100.0% | $12,312-100.0% |