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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 | $2,961 | $150,446-98.0% | $136,297-97.8% | $147,585-98.0% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 0.00% | 1049.14%-1049.1pp | 5156.19%-5156.2pp | 578.58%-578.6pp |
| Employer contribution / active EE | $1,043 | $5,256-80.2% | $4,696-77.8% | $4,876-78.6% |
| Participant deferral / active EE | $1,839 | $6,631-72.3% | $6,247-70.6% | $5,439-66.2% |
| Admin fee / account holder | $5 | $10,906-100.0% | $9,244-99.9% | $10,886-100.0% |