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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 | $1,420 | $93,098-98.5% | $77,081-98.2% | $134,509-98.9% |
| Participation rate | 100.0% | 74.5%+25.5pp | 67.9%+32.1pp | 81.2%+18.8pp |
| Annual return | 0.00% | 62.63%-62.6pp | 42.33%-42.3pp | 418.13%-418.1pp |
| Employer contribution / active EE | $473 | $3,419-86.2% | $2,813-83.2% | $4,741-90.0% |
| Participant deferral / active EE | $922 | $5,239-82.4% | $4,428-79.2% | $6,400-85.6% |
| Admin fee / account holder | $1 | $6,945-100.0% | $5,427-100.0% | $11,427-100.0% |