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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 | $2,418 | $227,541-98.9% | $189,544-98.7% | $167,497-98.6% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.4%+21.6pp | 82.1%+17.9pp |
| Annual return | 0.00% | 78.42%-78.4pp | 64.18%-64.2pp | 478.62%-478.6pp |
| Employer contribution / active EE | $2,418 | $5,314-54.5% | $4,411-45.2% | $4,838-50.0% |
| Participant deferral / active EE | $0 | $7,002-100.0% | $6,174-100.0% | $6,341-100.0% |
| Admin fee / account holder | $0 | $11,879-100.0% | $9,808-100.0% | $12,310-100.0% |