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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 | $1,127 | $92,743-98.8% | $82,744-98.6% | $134,532-99.2% |
| Participation rate | 80.0% | 75.2%+4.8pp | 72.6%+7.4pp | 81.2%-1.2pp |
| Annual return | 0.00% | 946.63%-946.6pp | 702.22%-702.2pp | 418.27%-418.3pp |
| Employer contribution / active EE | $516 | $3,273-84.2% | $3,008-82.8% | $4,741-89.1% |
| Participant deferral / active EE | $530 | $4,802-89.0% | $4,395-87.9% | $6,401-91.7% |
| Admin fee / account holder | $9 | $5,977-99.9% | $5,325-99.8% | $11,429-99.9% |