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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 | $17,165 | $185,225-90.7% | $142,898-88.0% | $167,536-89.8% |
| Participation rate | 100.0% | 78.5%+21.5pp | 72.0%+28.0pp | 82.1%+17.9pp |
| Annual return | 18.60% | 8558.12%-8539.5pp | 5639.64%-5621.0pp | 478.82%-460.2pp |
| Employer contribution / active EE | $333 | $5,607-94.1% | $4,146-92.0% | $4,839-93.1% |
| Participant deferral / active EE | $0 | $4,496-100.0% | $3,838-100.0% | $6,342-100.0% |
| Admin fee / account holder | $0 | $8,032-100.0% | $6,560-100.0% | $12,315-100.0% |