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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 | $3,072 | $124,175-97.5% | $108,405-97.2% | $167,536-98.2% |
| Participation rate | 100.0% | 82.3%+17.7pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 0.00% | 1380.13%-1380.1pp | 905.55%-905.5pp | 478.82%-478.8pp |
| Employer contribution / active EE | $1,092 | $4,188-73.9% | $3,559-69.3% | $4,839-77.4% |
| Participant deferral / active EE | $2,139 | $6,908-69.0% | $6,563-67.4% | $6,342-66.3% |
| Admin fee / account holder | $21 | $9,457-99.8% | $7,297-99.7% | $12,315-99.8% |