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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 | $456 | $28,416-98.4% | $73,550-99.4% | $69,631-99.3% |
| Participation rate | 85.2% | 38.3%+46.9pp | 54.9%+30.3pp | 70.7%+14.5pp |
| Annual return | 0.00% | -694.13%+694.1pp | -15.16%+15.2pp | 27571.02%-27571.0pp |
| Employer contribution / active EE | $133 | $430-69.0% | $1,219-89.1% | $2,032-93.4% |
| Participant deferral / active EE | $208 | $897-76.8% | $1,804-88.5% | $3,224-93.5% |
| Admin fee / account holder | $1 | $104-98.7% | $2,320-99.9% | $110-98.8% |