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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 | $865 | $84,713-99.0% | $75,717-98.9% | $167,518-99.5% |
| Participation rate | 75.0% | 77.8%-2.8pp | 74.8%+0.2pp | 82.1%-7.1pp |
| Annual return | 0.00% | 199.49%-199.5pp | 104.58%-104.6pp | 478.71%-478.7pp |
| Employer contribution / active EE | $0 | $3,229-100.0% | $2,743-100.0% | $4,838-100.0% |
| Participant deferral / active EE | $661 | $4,578-85.6% | $3,821-82.7% | $6,342-89.6% |
| Admin fee / account holder | $23 | $5,357-99.6% | $3,619-99.4% | $12,312-99.8% |