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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 | $640 | $121,677-99.5% | $104,625-99.4% | $158,966-99.6% |
| Participation rate | 100.0% | 77.5%+22.5pp | 74.1%+25.9pp | 82.0%+18.0pp |
| Annual return | 0.00% | 465.58%-465.6pp | 340.60%-340.6pp | 302.95%-302.9pp |
| Employer contribution / active EE | $219 | $3,165-93.1% | $2,681-91.8% | $4,762-95.4% |
| Participant deferral / active EE | $312 | $4,175-92.5% | $3,738-91.6% | $5,983-94.8% |
| Admin fee / account holder | $4 | $7,777-99.9% | $6,465-99.9% | $11,250-100.0% |