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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 | $9,165 | $73,518-87.5% | $63,005-85.5% | $147,585-93.8% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.8%+25.2pp | 82.8%+17.2pp |
| Annual return | 16.67% | 175.46%-158.8pp | 87.59%-70.9pp | 578.58%-561.9pp |
| Employer contribution / active EE | $4,546 | $3,322+36.8% | $2,760+64.7% | $4,876-6.8% |
| Participant deferral / active EE | $0 | $4,183-100.0% | $3,329-100.0% | $5,439-100.0% |
| Admin fee / account holder | $133 | $5,952-97.8% | $3,599-96.3% | $10,886-98.8% |