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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 | $1,899 | $82,630-97.7% | $64,105-97.0% | $125,393-98.5% |
| Participation rate | 100.0% | 75.9%+24.1pp | 68.2%+31.8pp | 83.2%+16.8pp |
| Annual return | 0.00% | 1489.72%-1489.7pp | 791.24%-791.2pp | 282.23%-282.2pp |
| Employer contribution / active EE | $1,188 | $2,671-55.5% | $1,820-34.7% | $4,866-75.6% |
| Participant deferral / active EE | $769 | $3,608-78.7% | $2,822-72.8% | $5,351-85.6% |
| Admin fee / account holder | $8 | $6,382-99.9% | $4,499-99.8% | $9,541-99.9% |