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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 | $382 | $90,606-99.6% | $79,466-99.5% | $135,379-99.7% |
| Participation rate | 81.3% | 76.0%+5.2pp | 73.3%+7.9pp | 82.6%-1.4pp |
| Annual return | 0.00% | 977.69%-977.7pp | 718.28%-718.3pp | 519.79%-519.8pp |
| Employer contribution / active EE | $202 | $3,068-93.4% | $2,800-92.8% | $4,779-95.8% |
| Participant deferral / active EE | $225 | $4,050-94.5% | $3,704-93.9% | $5,609-96.0% |
| Admin fee / account holder | $33 | $5,895-99.4% | $5,104-99.4% | $10,828-99.7% |