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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 | $4,688 | $127,266-96.3% | $109,894-95.7% | $167,497-97.2% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.2%+25.8pp | 82.1%+17.9pp |
| Annual return | 0.00% | 22.97%-23.0pp | 29.46%-29.5pp | 478.62%-478.6pp |
| Employer contribution / active EE | $4,688 | $3,323+41.1% | $2,843+64.9% | $4,838-3.1% |
| Participant deferral / active EE | $0 | $4,516-100.0% | $4,049-100.0% | $6,341-100.0% |
| Admin fee / account holder | $0 | $7,115-100.0% | $6,066-100.0% | $12,310-100.0% |