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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 | $5,227 | $89,370-94.2% | $141,197-96.3% | $72,976-92.8% |
| Participation rate | 76.7% | 75.1%+1.6pp | 82.5%-5.8pp | 69.5%+7.2pp |
| Annual return | 0.00% | 111.88%-111.9pp | 71.41%-71.4pp | 81.02%-81.0pp |
| Employer contribution / active EE | $900 | $3,115-71.1% | $4,736-81.0% | $2,440-63.1% |
| Participant deferral / active EE | $2,213 | $5,419-59.2% | $6,710-67.0% | $3,608-38.7% |
| Admin fee / account holder | $19 | $5,957-99.7% | $10,265-99.8% | $5,124-99.6% |