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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 | $1,157 | $109,411-98.9% | $89,435-98.7% | $158,982-99.3% |
| Participation rate | 85.7% | 74.3%+11.4pp | 68.0%+17.7pp | 82.0%+3.7pp |
| Annual return | 0.00% | 345.68%-345.7pp | 245.55%-245.6pp | 302.99%-303.0pp |
| Employer contribution / active EE | $285 | $3,173-91.0% | $2,587-89.0% | $4,763-94.0% |
| Participant deferral / active EE | $571 | $4,600-87.6% | $3,890-85.3% | $5,983-90.5% |
| Admin fee / account holder | $4 | $6,159-99.9% | $4,884-99.9% | $11,252-100.0% |