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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 | $4,053 | $196,972-97.9% | $182,262-97.8% | $198,609-98.0% |
| Participation rate | 100.0% | 85.7%+14.3pp | 84.2%+15.8pp | 82.4%+17.6pp |
| Annual return | 0.00% | 158.27%-158.3pp | 140.60%-140.6pp | 202.70%-202.7pp |
| Employer contribution / active EE | $1,766 | $5,364-67.1% | $5,046-65.0% | $5,055-65.1% |
| Participant deferral / active EE | $1,978 | $8,643-77.1% | $8,276-76.1% | $6,977-71.6% |
| Admin fee / account holder | $43 | $18,429-99.8% | $16,712-99.7% | $19,030-99.8% |