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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 | $921 | $106,549-99.1% | $91,225-99.0% | $134,509-99.3% |
| Participation rate | 100.0% | 76.8%+23.2pp | 73.2%+26.8pp | 81.2%+18.8pp |
| Annual return | 0.00% | 160.73%-160.7pp | 114.10%-114.1pp | 418.13%-418.1pp |
| Employer contribution / active EE | $655 | $3,331-80.3% | $2,851-77.0% | $4,741-86.2% |
| Participant deferral / active EE | $769 | $4,719-83.7% | $4,234-81.8% | $6,400-88.0% |
| Admin fee / account holder | $33 | $6,234-99.5% | $5,422-99.4% | $11,427-99.7% |