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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 | $1,015 | $70,121-98.6% | $63,803-98.4% | $138,895-99.3% |
| Participation rate | 100.0% | 77.2%+22.8pp | 72.7%+27.3pp | 79.9%+20.1pp |
| Annual return | 0.00% | 946.48%-946.5pp | 543.72%-543.7pp | 145.39%-145.4pp |
| Employer contribution / active EE | $440 | $2,882-84.7% | $2,532-82.6% | $4,194-89.5% |
| Participant deferral / active EE | $550 | $4,535-87.9% | $3,843-85.7% | $6,396-91.4% |
| Admin fee / account holder | $0 | $6,738-100.0% | $5,196-100.0% | $12,562-100.0% |