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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 | $1,740 | $88,603-98.0% | $69,890-97.5% | $134,545-98.7% |
| Participation rate | 71.4% | 74.9%-3.5pp | 70.5%+0.9pp | 81.2%-9.8pp |
| Annual return | 0.00% | 442.93%-442.9pp | 190.84%-190.8pp | 418.37%-418.4pp |
| Employer contribution / active EE | $640 | $3,236-80.2% | $2,560-75.0% | $4,742-86.5% |
| Participant deferral / active EE | $640 | $4,771-86.6% | $3,848-83.4% | $6,401-90.0% |
| Admin fee / account holder | $70 | $10,443-99.3% | $6,267-98.9% | $11,431-99.4% |