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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 | $6,908 | $202,342-96.6% | $172,752-96.0% | $152,897-95.5% |
| Participation rate | 73.9% | 87.1%-13.1pp | 82.6%-8.7pp | 82.5%-8.5pp |
| Annual return | 0.00% | 1029.83%-1029.8pp | 802.97%-803.0pp | 345.43%-345.4pp |
| Employer contribution / active EE | $2,836 | $5,858-51.6% | $5,144-44.9% | $4,764-40.5% |
| Participant deferral / active EE | $1,938 | $5,948-67.4% | $5,198-62.7% | $5,851-66.9% |
| Admin fee / account holder | $0 | $17,111-100.0% | $13,955-100.0% | $11,599-100.0% |