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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 | $846 | $57,305-98.5% | $86,640-99.0% | $75,173-98.9% |
| Participation rate | 81.3% | 63.2%+18.0pp | 71.7%+9.5pp | 67.2%+14.0pp |
| Annual return | 0.00% | 2674.24%-2674.2pp | 592.52%-592.5pp | 160.72%-160.7pp |
| Employer contribution / active EE | $336 | $2,316-85.5% | $3,024-88.9% | $2,671-87.4% |
| Participant deferral / active EE | $428 | $3,320-87.1% | $4,438-90.4% | $4,126-89.6% |
| Admin fee / account holder | $10 | $4,116-99.7% | $5,616-99.8% | $5,651-99.8% |