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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 | $670 | $93,098-99.3% | $77,081-99.1% | $134,509-99.5% |
| Participation rate | 100.0% | 74.5%+25.5pp | 67.9%+32.1pp | 81.2%+18.8pp |
| Annual return | 0.00% | 62.63%-62.6pp | 42.33%-42.3pp | 418.13%-418.1pp |
| Employer contribution / active EE | $508 | $3,419-85.1% | $2,813-81.9% | $4,741-89.3% |
| Participant deferral / active EE | $160 | $5,239-96.9% | $4,428-96.4% | $6,400-97.5% |
| Admin fee / account holder | $16 | $6,945-99.8% | $5,427-99.7% | $11,427-99.9% |