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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 | $1,400 | $103,000-98.6% | $90,300-98.4% | $152,885-99.1% |
| Participation rate | 88.9% | 75.9%+13.0pp | 73.3%+15.6pp | 82.5%+6.4pp |
| Annual return | 0.00% | 95.19%-95.2pp | 78.11%-78.1pp | 345.39%-345.4pp |
| Employer contribution / active EE | $523 | $3,138-83.3% | $2,854-81.7% | $4,763-89.0% |
| Participant deferral / active EE | $667 | $4,281-84.4% | $3,884-82.8% | $5,851-88.6% |
| Admin fee / account holder | $20 | $6,173-99.7% | $5,353-99.6% | $11,598-99.8% |