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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 | $3,641 | $105,200-96.5% | $159,474-97.7% | $85,847-95.8% |
| Participation rate | 98.2% | 75.8%+22.4pp | 82.8%+15.4pp | 69.3%+28.9pp |
| Annual return | 0.00% | 45.08%-45.1pp | 263.68%-263.7pp | 318.61%-318.6pp |
| Employer contribution / active EE | $1,029 | $3,319-69.0% | $4,831-78.7% | $2,565-59.9% |
| Participant deferral / active EE | $1,631 | $5,946-72.6% | $7,353-77.8% | $3,952-58.7% |
| Admin fee / account holder | $41 | $6,934-99.4% | $10,802-99.6% | $6,261-99.3% |