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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 | $937 | $109,372-99.1% | $89,414-99.0% | $158,966-99.4% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.0%+32.0pp | 82.0%+18.0pp |
| Annual return | 0.00% | 345.55%-345.6pp | 245.50%-245.5pp | 302.95%-302.9pp |
| Employer contribution / active EE | $552 | $3,171-82.6% | $2,586-78.7% | $4,762-88.4% |
| Participant deferral / active EE | $689 | $4,598-85.0% | $3,890-82.3% | $5,983-88.5% |
| Admin fee / account holder | $115 | $6,156-98.1% | $4,883-97.7% | $11,250-99.0% |