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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 | $704 | $92,743-99.2% | $82,744-99.1% | $134,532-99.5% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | 0.00% | 946.63%-946.6pp | 702.22%-702.2pp | 418.27%-418.3pp |
| Employer contribution / active EE | $354 | $3,273-89.2% | $3,008-88.2% | $4,741-92.5% |
| Participant deferral / active EE | $474 | $4,802-90.1% | $4,395-89.2% | $6,401-92.6% |
| Admin fee / account holder | $26 | $5,977-99.6% | $5,325-99.5% | $11,429-99.8% |