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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 | $3,289 | $138,102-97.6% | $125,381-97.4% | $134,532-97.6% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | 1.15% | 750.73%-749.6pp | 572.31%-571.2pp | 418.27%-417.1pp |
| Employer contribution / active EE | $2,358 | $5,245-55.1% | $4,815-51.0% | $4,741-50.3% |
| Participant deferral / active EE | $0 | $7,801-100.0% | $7,448-100.0% | $6,401-100.0% |
| Admin fee / account holder | $0 | $11,568-100.0% | $10,007-100.0% | $11,429-100.0% |