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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 | $2,242 | $167,030-98.7% | $135,768-98.3% | $155,188-98.6% |
| Participation rate | 94.4% | 76.2%+18.3pp | 71.1%+23.4pp | 80.8%+13.6pp |
| Annual return | 0.00% | 678.39%-678.4pp | 526.10%-526.1pp | 148.84%-148.8pp |
| Employer contribution / active EE | $2,000 | $4,132-51.6% | $3,394-41.1% | $4,248-52.9% |
| Participant deferral / active EE | $0 | $4,528-100.0% | $3,977-100.0% | $6,531-100.0% |
| Admin fee / account holder | $15 | $8,172-99.8% | $7,048-99.8% | $14,480-99.9% |