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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 | $838 | $84,696-99.0% | $75,702-98.9% | $167,497-99.5% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.8%+25.2pp | 82.1%+17.9pp |
| Annual return | 0.00% | 199.42%-199.4pp | 104.56%-104.6pp | 478.62%-478.6pp |
| Employer contribution / active EE | $394 | $3,230-87.8% | $2,743-85.6% | $4,838-91.8% |
| Participant deferral / active EE | $588 | $4,580-87.2% | $3,822-84.6% | $6,341-90.7% |
| Admin fee / account holder | $168 | $5,356-96.9% | $3,619-95.4% | $12,310-98.6% |