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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 | $13,126 | $155,833-91.6% | $124,693-89.5% | $167,536-92.2% |
| Participation rate | 100.0% | 81.1%+18.9pp | 74.6%+25.4pp | 82.1%+17.9pp |
| Annual return | 30.26% | 17.98%+12.3pp | 5144.19%-5113.9pp | 478.82%-448.6pp |
| Employer contribution / active EE | $1,700 | $4,164-59.2% | $3,324-48.9% | $4,839-64.9% |
| Participant deferral / active EE | $0 | $5,675-100.0% | $4,615-100.0% | $6,342-100.0% |
| Admin fee / account holder | $0 | $9,534-100.0% | $7,494-100.0% | $12,315-100.0% |