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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 | $265 | $39,245-99.3% | $64,105-99.6% | $52,331-99.5% |
| Participation rate | 90.6% | 58.2%+32.4pp | 68.2%+22.5pp | 68.1%+22.5pp |
| Annual return | 0.00% | 14.79%-14.8pp | 791.24%-791.2pp | 4.54%-4.5pp |
| Employer contribution / active EE | $0 | $736-100.0% | $1,820-100.0% | $1,882-100.0% |
| Participant deferral / active EE | $242 | $1,992-87.8% | $2,822-91.4% | $3,022-92.0% |
| Admin fee / account holder | $0 | $592-99.9% | $4,499-100.0% | $592-99.9% |