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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 | $5,000 | $102,978-95.1% | $90,287-94.5% | $152,870-96.7% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.4%+17.6pp |
| Annual return | 0.00% | 95.17%-95.2pp | 78.10%-78.1pp | 345.34%-345.3pp |
| Employer contribution / active EE | $5,000 | $3,139+59.3% | $2,855+75.2% | $4,763+5.0% |
| Participant deferral / active EE | $0 | $4,281-100.0% | $3,885-100.0% | $5,850-100.0% |
| Admin fee / account holder | $0 | $6,171-100.0% | $5,351-100.0% | $11,597-100.0% |