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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 | $1,264 | $104,953-98.8% | $84,637-98.5% | $152,909-99.2% |
| Participation rate | 94.1% | 74.8%+19.3pp | 68.2%+25.9pp | 82.5%+11.7pp |
| Annual return | 0.00% | 373.94%-373.9pp | 258.82%-258.8pp | 345.46%-345.5pp |
| Employer contribution / active EE | $499 | $3,304-84.9% | $2,653-81.2% | $4,764-89.5% |
| Participant deferral / active EE | $703 | $4,691-85.0% | $3,900-82.0% | $5,851-88.0% |
| Admin fee / account holder | $0 | $6,244-100.0% | $4,914-100.0% | $11,601-100.0% |