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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 | $4,867 | $183,978-97.4% | $162,171-97.0% | $152,885-96.8% |
| Participation rate | 76.9% | 88.5%-11.6pp | 87.6%-10.6pp | 82.5%-5.5pp |
| Annual return | 0.00% | 150.78%-150.8pp | 115.60%-115.6pp | 345.39%-345.4pp |
| Employer contribution / active EE | $0 | $6,370-100.0% | $5,613-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $713 | $8,033-91.1% | $7,297-90.2% | $5,851-87.8% |
| Admin fee / account holder | $2 | $13,122-100.0% | $10,843-100.0% | $11,598-100.0% |