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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 | $2,999 | $138,072-97.8% | $123,549-97.6% | $135,382-97.8% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | 0.00% | 153.69%-153.7pp | 119.20%-119.2pp | 519.77%-519.8pp |
| Employer contribution / active EE | $1,221 | $5,152-76.3% | $4,628-73.6% | $4,779-74.4% |
| Participant deferral / active EE | $2,117 | $6,799-68.9% | $6,426-67.1% | $5,609-62.3% |
| Admin fee / account holder | $117 | $10,917-98.9% | $9,284-98.7% | $10,829-98.9% |