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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 | $1,056 | $106,557-99.0% | $91,227-98.8% | $134,545-99.2% |
| Participation rate | 100.0% | 76.8%+23.2pp | 73.2%+26.8pp | 81.2%+18.8pp |
| Annual return | 0.00% | 160.81%-160.8pp | 114.14%-114.1pp | 418.37%-418.4pp |
| Employer contribution / active EE | $507 | $3,332-84.8% | $2,851-82.2% | $4,742-89.3% |
| Participant deferral / active EE | $529 | $4,719-88.8% | $4,234-87.5% | $6,401-91.7% |
| Admin fee / account holder | $0 | $6,235-100.0% | $5,423-100.0% | $11,431-100.0% |