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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 | $3,091 | $89,367-96.5% | $141,191-97.8% | $72,975-95.8% |
| Participation rate | 82.3% | 75.1%+7.1pp | 82.5%-0.2pp | 69.5%+12.8pp |
| Annual return | 0.00% | 111.87%-111.9pp | 71.41%-71.4pp | 81.01%-81.0pp |
| Employer contribution / active EE | $625 | $3,115-79.9% | $4,736-86.8% | $2,440-74.4% |
| Participant deferral / active EE | $1,842 | $5,419-66.0% | $6,710-72.6% | $3,608-48.9% |
| Admin fee / account holder | $96 | $5,957-98.4% | $10,264-99.1% | $5,124-98.1% |