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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 | $499 | $81,632-99.4% | $70,455-99.3% | $158,931-99.7% |
| Participation rate | 77.8% | 77.7%+0.1pp | 75.1%+2.7pp | 82.0%-4.2pp |
| Annual return | 0.00% | 208.48%-208.5pp | 109.06%-109.1pp | 302.86%-302.9pp |
| Employer contribution / active EE | $0 | $3,217-100.0% | $2,737-100.0% | $4,761-100.0% |
| Participant deferral / active EE | $484 | $4,554-89.4% | $3,709-86.9% | $5,982-91.9% |
| Admin fee / account holder | $0 | $6,193-100.0% | $3,845-100.0% | $11,247-100.0% |