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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 | $769 | $76,634-99.0% | $56,054-98.6% | $145,978-99.5% |
| Participation rate | 100.0% | 63.2%+36.8pp | 52.5%+47.5pp | 80.3%+19.7pp |
| Annual return | 16.16% | 3004.33%-2988.2pp | 1705.95%-1689.8pp | 550.52%-534.4pp |
| Employer contribution / active EE | $61 | $1,380-95.6% | $1,039-94.1% | $4,662-98.7% |
| Participant deferral / active EE | $61 | $2,622-97.7% | $1,952-96.9% | $6,690-99.1% |
| Admin fee / account holder | $3 | $3,321-99.9% | $2,822-99.9% | $13,400-100.0% |