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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 | $3,808 | $180,459-97.9% | $154,108-97.5% | $135,380-97.2% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | 0.00% | 888.21%-888.2pp | 735.21%-735.2pp | 519.81%-519.8pp |
| Employer contribution / active EE | $3,757 | $6,035-37.7% | $5,298-29.1% | $4,779-21.4% |
| Participant deferral / active EE | $56 | $5,806-99.0% | $5,081-98.9% | $5,609-99.0% |
| Admin fee / account holder | $3 | $16,145-100.0% | $13,411-100.0% | $10,828-100.0% |