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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 | $1,044 | $121,701-99.1% | $104,639-99.0% | $158,982-99.3% |
| Participation rate | 88.9% | 77.5%+11.4pp | 74.1%+14.8pp | 82.0%+6.9pp |
| Annual return | 0.00% | 465.72%-465.7pp | 340.67%-340.7pp | 302.99%-303.0pp |
| Employer contribution / active EE | $427 | $3,165-86.5% | $2,682-84.1% | $4,763-91.0% |
| Participant deferral / active EE | $428 | $4,176-89.8% | $3,738-88.6% | $5,983-92.9% |
| Admin fee / account holder | $5 | $7,778-99.9% | $6,465-99.9% | $11,252-100.0% |