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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 | $3,920 | $171,867-97.7% | $149,721-97.4% | $147,586-97.3% |
| Participation rate | 72.7% | 88.2%-15.5pp | 87.1%-14.3pp | 82.8%-10.1pp |
| Annual return | 0.00% | 2113.36%-2113.4pp | 1501.67%-1501.7pp | 578.59%-578.6pp |
| Employer contribution / active EE | $1,350 | $6,275-78.5% | $5,444-75.2% | $4,876-72.3% |
| Participant deferral / active EE | $1,734 | $7,270-76.1% | $6,568-73.6% | $5,439-68.1% |
| Admin fee / account holder | $43 | $13,799-99.7% | $11,282-99.6% | $10,886-99.6% |