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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 | $2,947 | $166,268-98.2% | $165,100-98.2% | $145,897-98.0% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 0.00% | 100.52%-100.5pp | 70.21%-70.2pp | 552.29%-552.3pp |
| Employer contribution / active EE | $1,337 | $5,284-74.7% | $4,348-69.2% | $4,663-71.3% |
| Participant deferral / active EE | $1,730 | $6,964-75.2% | $6,035-71.3% | $6,689-74.1% |
| Admin fee / account holder | $150 | $16,659-99.1% | $12,696-98.8% | $13,390-98.9% |