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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 | $2,853 | $226,135-98.7% | $182,558-98.4% | $152,909-98.1% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.0%+22.0pp | 82.5%+17.5pp |
| Annual return | 0.00% | 192.60%-192.6pp | 148.59%-148.6pp | 345.46%-345.5pp |
| Employer contribution / active EE | $3,019 | $4,979-39.4% | $4,076-25.9% | $4,764-36.6% |
| Participant deferral / active EE | $1,163 | $6,371-81.8% | $5,526-79.0% | $5,851-80.1% |
| Admin fee / account holder | $65 | $10,707-99.4% | $8,594-99.2% | $11,601-99.4% |