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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 | $6,539 | $106,548-93.9% | $91,219-92.8% | $134,493-95.1% |
| Participation rate | 100.0% | 76.8%+23.2pp | 73.2%+26.8pp | 81.2%+18.8pp |
| Annual return | 0.09% | 160.69%-160.6pp | 114.06%-114.0pp | 418.01%-417.9pp |
| Employer contribution / active EE | $4,596 | $3,331+38.0% | $2,851+61.2% | $4,740-3.0% |
| Participant deferral / active EE | $0 | $4,719-100.0% | $4,234-100.0% | $6,400-100.0% |
| Admin fee / account holder | $0 | $6,233-100.0% | $5,421-100.0% | $11,425-100.0% |