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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 | $4,739 | $138,075-96.6% | $123,552-96.2% | $135,379-96.5% |
| Participation rate | 77.8% | 84.7%-7.0pp | 82.3%-4.5pp | 82.6%-4.9pp |
| Annual return | 0.00% | 153.70%-153.7pp | 119.20%-119.2pp | 519.79%-519.8pp |
| Employer contribution / active EE | $1,348 | $5,152-73.8% | $4,628-70.9% | $4,779-71.8% |
| Participant deferral / active EE | $1,535 | $6,800-77.4% | $6,426-76.1% | $5,609-72.6% |
| Admin fee / account holder | $11 | $10,917-99.9% | $9,285-99.9% | $10,828-99.9% |