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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 | $5,259 | $176,120-97.0% | $159,487-96.7% | $167,553-96.9% |
| Participation rate | 75.0% | 85.0%-10.0pp | 82.8%-7.8pp | 82.1%-7.1pp |
| Annual return | 0.00% | 331.95%-331.9pp | 263.71%-263.7pp | 478.89%-478.9pp |
| Employer contribution / active EE | $1,915 | $5,299-63.9% | $4,831-60.4% | $4,840-60.4% |
| Participant deferral / active EE | $1,915 | $7,752-75.3% | $7,354-74.0% | $6,343-69.8% |
| Admin fee / account holder | $67 | $12,561-99.5% | $10,804-99.4% | $12,316-99.5% |