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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 | $1,432 | $99,079-98.6% | $78,002-98.2% | $273,972-99.5% |
| Participation rate | 82.4% | 78.6%+3.8pp | 75.5%+6.8pp | 83.0%-0.7pp |
| Annual return | 0.00% | 217.93%-217.9pp | 425.99%-426.0pp | 41.46%-41.5pp |
| Employer contribution / active EE | $853 | $3,308-74.2% | $2,470-65.5% | $4,869-82.5% |
| Participant deferral / active EE | $551 | $4,306-87.2% | $3,497-84.2% | $5,287-89.6% |
| Admin fee / account holder | $0 | $8,954-100.0% | $5,481-100.0% | $10,133-100.0% |