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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 | $242 | $99,009-99.8% | $86,581-99.7% | $147,585-99.8% |
| Participation rate | 87.5% | 76.3%+11.2pp | 73.5%+14.0pp | 82.8%+4.7pp |
| Annual return | 0.00% | 1312.70%-1312.7pp | 965.06%-965.1pp | 578.58%-578.6pp |
| Employer contribution / active EE | $104 | $3,132-96.7% | $2,840-96.3% | $4,876-97.9% |
| Participant deferral / active EE | $143 | $3,972-96.4% | $3,609-96.0% | $5,439-97.4% |
| Admin fee / account holder | $6 | $5,709-99.9% | $4,904-99.9% | $10,886-99.9% |