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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 | $1,028 | $68,097-98.5% | $62,929-98.4% | $137,256-99.3% |
| Participation rate | 88.9% | 77.4%+11.4pp | 73.1%+15.8pp | 80.0%+8.9pp |
| Annual return | 0.00% | 1859.11%-1859.1pp | 1063.93%-1063.9pp | 220.34%-220.3pp |
| Employer contribution / active EE | $224 | $2,811-92.0% | $2,505-91.1% | $4,156-94.6% |
| Participant deferral / active EE | $690 | $4,553-84.8% | $3,888-82.3% | $6,407-89.2% |
| Admin fee / account holder | $7 | $6,521-99.9% | $5,065-99.9% | $12,270-99.9% |