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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 | $1,420 | $58,726-97.6% | $142,898-99.0% | $85,851-98.3% |
| Participation rate | 83.8% | 58.5%+25.3pp | 72.0%+11.9pp | 69.3%+14.5pp |
| Annual return | 0.00% | 27.73%-27.7pp | 5639.64%-5639.6pp | 318.63%-318.6pp |
| Employer contribution / active EE | $700 | $1,424-50.8% | $4,146-83.1% | $2,565-72.7% |
| Participant deferral / active EE | $890 | $2,609-65.9% | $3,838-76.8% | $3,952-77.5% |
| Admin fee / account holder | $9 | $4,234-99.8% | $6,560-99.9% | $6,261-99.9% |