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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 | $1,273 | $110,801-98.9% | $86,615-98.5% | $167,536-99.2% |
| Participation rate | 84.6% | 75.8%+8.8pp | 71.6%+13.0pp | 82.1%+2.5pp |
| Annual return | 0.00% | 116.96%-117.0pp | 63.51%-63.5pp | 478.82%-478.8pp |
| Employer contribution / active EE | $477 | $3,245-85.3% | $2,496-80.9% | $4,839-90.1% |
| Participant deferral / active EE | $579 | $4,547-87.3% | $3,699-84.4% | $6,342-90.9% |
| Admin fee / account holder | $0 | $8,417-100.0% | $5,830-100.0% | $12,315-100.0% |