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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 | $8,578 | $150,447-94.3% | $136,298-93.7% | $147,586-94.2% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 12.17% | 1049.15%-1037.0pp | 5156.27%-5144.1pp | 578.59%-566.4pp |
| Employer contribution / active EE | $3,913 | $5,256-25.6% | $4,696-16.7% | $4,876-19.8% |
| Participant deferral / active EE | $0 | $6,631-100.0% | $6,247-100.0% | $5,439-100.0% |
| Admin fee / account holder | $0 | $10,906-100.0% | $9,244-100.0% | $10,886-100.0% |