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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 | $2,355 | $134,001-98.2% | $112,258-97.9% | $134,509-98.2% |
| Participation rate | 88.9% | 78.6%+10.3pp | 75.1%+13.8pp | 81.2%+7.7pp |
| Annual return | 0.00% | 47.15%-47.2pp | 27.47%-27.5pp | 418.13%-418.1pp |
| Employer contribution / active EE | $3,140 | $4,039-22.3% | $3,636-13.6% | $4,741-33.8% |
| Participant deferral / active EE | $0 | $5,291-100.0% | $4,728-100.0% | $6,400-100.0% |
| Admin fee / account holder | $0 | $7,491-100.0% | $6,411-100.0% | $11,427-100.0% |