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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 | $4,379 | $99,644-95.6% | $86,438-94.9% | $134,532-96.7% |
| Participation rate | 100.0% | 82.1%+17.9pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -9.40% | 6787.26%-6796.7pp | 4397.19%-4406.6pp | 418.27%-427.7pp |
| Employer contribution / active EE | $2,450 | $4,402-44.3% | $3,769-35.0% | $4,741-48.3% |
| Participant deferral / active EE | $0 | $7,247-100.0% | $6,952-100.0% | $6,401-100.0% |
| Admin fee / account holder | $0 | $8,375-100.0% | $6,733-100.0% | $11,429-100.0% |