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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 | $1,065 | $95,975-98.9% | $74,549-98.6% | $135,379-99.2% |
| Participation rate | 100.0% | 75.7%+24.3pp | 69.1%+30.9pp | 82.6%+17.4pp |
| Annual return | 0.00% | 56.96%-57.0pp | 32.53%-32.5pp | 519.79%-519.8pp |
| Employer contribution / active EE | $401 | $2,716-85.2% | $1,961-79.6% | $4,779-91.6% |
| Participant deferral / active EE | $705 | $3,844-81.7% | $3,108-77.3% | $5,609-87.4% |
| Admin fee / account holder | $0 | $6,522-100.0% | $5,059-100.0% | $10,828-100.0% |