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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 | $9,704 | $106,005-90.8% | $92,239-89.5% | $147,585-93.4% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 28.53% | 50.05%-21.5pp | 176.29%-147.8pp | 578.58%-550.1pp |
| Employer contribution / active EE | $12,688 | $4,333+192.8% | $3,680+244.8% | $4,876+160.2% |
| Participant deferral / active EE | $0 | $4,478-100.0% | $3,897-100.0% | $5,439-100.0% |
| Admin fee / account holder | $108 | $6,333-98.3% | $5,194-97.9% | $10,886-99.0% |