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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 | $2,409 | $72,403-96.7% | $67,524-96.4% | $145,978-98.3% |
| Participation rate | 81.8% | 76.9%+4.9pp | 72.9%+8.9pp | 80.3%+1.5pp |
| Annual return | 0.00% | 7197.23%-7197.2pp | 3519.41%-3519.4pp | 550.52%-550.5pp |
| Employer contribution / active EE | $1,773 | $3,072-42.3% | $2,734-35.2% | $4,662-62.0% |
| Participant deferral / active EE | $207 | $4,782-95.7% | $4,001-94.8% | $6,690-96.9% |
| Admin fee / account holder | $7 | $5,541-99.9% | $4,001-99.8% | $13,400-99.9% |