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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 | $1,326 | $114,093-98.8% | $96,171-98.6% | $167,536-99.2% |
| Participation rate | 100.0% | 75.1%+24.9pp | 68.4%+31.6pp | 82.1%+17.9pp |
| Annual return | 0.00% | 190.00%-190.0pp | 192.04%-192.0pp | 478.82%-478.8pp |
| Employer contribution / active EE | $522 | $3,429-84.8% | $2,799-81.4% | $4,839-89.2% |
| Participant deferral / active EE | $794 | $5,197-84.7% | $4,350-81.8% | $6,342-87.5% |
| Admin fee / account holder | $0 | $6,899-100.0% | $5,538-100.0% | $12,315-100.0% |