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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 | $210 | $67,823-99.7% | $52,425-99.6% | $137,256-99.8% |
| Participation rate | 83.3% | 63.9%+19.4pp | 55.6%+27.7pp | 80.0%+3.4pp |
| Annual return | 0.00% | 219.11%-219.1pp | 302.12%-302.1pp | 220.34%-220.3pp |
| Employer contribution / active EE | $62 | $1,163-94.7% | $914-93.3% | $4,156-98.5% |
| Participant deferral / active EE | $95 | $2,288-95.8% | $1,790-94.7% | $6,407-98.5% |
| Admin fee / account holder | $2 | $2,844-99.9% | $2,495-99.9% | $12,270-100.0% |