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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 | $1,909 | $203,436-99.1% | $152,466-98.7% | $167,518-98.9% |
| Participation rate | 100.0% | 82.3%+17.7pp | 78.2%+21.8pp | 82.1%+17.9pp |
| Annual return | 0.00% | 13.80%-13.8pp | 757.33%-757.3pp | 478.71%-478.7pp |
| Employer contribution / active EE | $1,495 | $5,220-71.4% | $4,327-65.4% | $4,838-69.1% |
| Participant deferral / active EE | $1,045 | $6,716-84.4% | $5,820-82.0% | $6,342-83.5% |
| Admin fee / account holder | $16 | $22,506-99.9% | $15,805-99.9% | $12,312-99.9% |