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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 | $1,077 | $127,296-99.2% | $109,907-99.0% | $167,536-99.4% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.2%+25.8pp | 82.1%+17.9pp |
| Annual return | 0.00% | 22.97%-23.0pp | 29.46%-29.5pp | 478.82%-478.8pp |
| Employer contribution / active EE | $415 | $3,325-87.5% | $2,844-85.4% | $4,839-91.4% |
| Participant deferral / active EE | $638 | $4,513-85.9% | $4,047-84.2% | $6,342-89.9% |
| Admin fee / account holder | $1 | $7,119-100.0% | $6,069-100.0% | $12,315-100.0% |