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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 | $4,123 | $171,867-97.6% | $149,721-97.2% | $147,586-97.2% |
| Participation rate | 75.0% | 88.2%-13.2pp | 87.1%-12.1pp | 82.8%-7.8pp |
| Annual return | 0.00% | 2113.36%-2113.4pp | 1501.67%-1501.7pp | 578.59%-578.6pp |
| Employer contribution / active EE | $1,552 | $6,275-75.3% | $5,444-71.5% | $4,876-68.2% |
| Participant deferral / active EE | $1,933 | $7,270-73.4% | $6,568-70.6% | $5,439-64.5% |
| Admin fee / account holder | $189 | $13,799-98.6% | $11,282-98.3% | $10,886-98.3% |