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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 | $219 | $102,547-99.8% | $78,210-99.7% | $147,586-99.9% |
| Participation rate | 100.0% | 74.4%+25.6pp | 68.7%+31.3pp | 82.8%+17.2pp |
| Annual return | 0.00% | 51.08%-51.1pp | 40.90%-40.9pp | 578.59%-578.6pp |
| Employer contribution / active EE | $105 | $2,617-96.0% | $2,034-94.9% | $4,876-97.9% |
| Participant deferral / active EE | $116 | $3,481-96.7% | $2,823-95.9% | $5,439-97.9% |
| Admin fee / account holder | $3 | $5,059-99.9% | $3,758-99.9% | $10,886-100.0% |