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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 | $1,079 | $52,519-97.9% | $155,789-99.3% | $59,633-98.2% |
| Participation rate | 90.2% | 61.7%+28.5pp | 76.1%+14.1pp | 68.7%+21.5pp |
| Annual return | 0.00% | 53.51%-53.5pp | 71.54%-71.5pp | 2041.45%-2041.5pp |
| Employer contribution / active EE | $465 | $1,589-70.7% | $3,839-87.9% | $2,203-78.9% |
| Participant deferral / active EE | $546 | $3,084-82.3% | $4,798-88.6% | $3,192-82.9% |
| Admin fee / account holder | $2 | $3,540-99.9% | $7,477-100.0% | $4,297-100.0% |