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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 | $1,148 | $84,697-98.6% | $73,845-98.4% | $125,393-99.1% |
| Participation rate | 75.0% | 76.8%-1.8pp | 73.4%+1.6pp | 83.2%-8.2pp |
| Annual return | 0.00% | 3123.66%-3123.7pp | 2267.91%-2267.9pp | 282.23%-282.2pp |
| Employer contribution / active EE | $419 | $3,123-86.6% | $2,788-85.0% | $4,866-91.4% |
| Participant deferral / active EE | $469 | $3,993-88.2% | $3,583-86.9% | $5,351-91.2% |
| Admin fee / account holder | $19 | $5,692-99.7% | $4,881-99.6% | $9,541-99.8% |