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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 | $777 | $81,696-99.0% | $70,494-98.9% | $158,982-99.5% |
| Participation rate | 100.0% | 77.7%+22.3pp | 75.1%+24.9pp | 82.0%+18.0pp |
| Annual return | 0.00% | 208.70%-208.7pp | 109.16%-109.2pp | 302.99%-303.0pp |
| Employer contribution / active EE | $400 | $3,220-87.6% | $2,738-85.4% | $4,763-91.6% |
| Participant deferral / active EE | $521 | $4,558-88.6% | $3,711-86.0% | $5,983-91.3% |
| Admin fee / account holder | $28 | $6,200-99.5% | $3,848-99.3% | $11,252-99.8% |