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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 | $1,317 | $67,396-98.0% | $60,919-97.8% | $134,545-99.0% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.1%+26.9pp | 81.2%+18.8pp |
| Annual return | 0.00% | 50.12%-50.1pp | 16.96%-17.0pp | 418.37%-418.4pp |
| Employer contribution / active EE | $577 | $3,101-81.4% | $2,704-78.7% | $4,742-87.8% |
| Participant deferral / active EE | $833 | $4,534-81.6% | $3,814-78.2% | $6,401-87.0% |
| Admin fee / account holder | $0 | $4,590-100.0% | $3,228-100.0% | $11,431-100.0% |