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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 | $1,975 | $133,981-98.5% | $112,249-98.2% | $134,532-98.5% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | 0.00% | 47.16%-47.2pp | 27.48%-27.5pp | 418.27%-418.3pp |
| Employer contribution / active EE | $1,190 | $4,040-70.5% | $3,636-67.3% | $4,741-74.9% |
| Participant deferral / active EE | $1,317 | $5,292-75.1% | $4,729-72.1% | $6,401-79.4% |
| Admin fee / account holder | $25 | $7,492-99.7% | $6,412-99.6% | $11,429-99.8% |