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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 | $2,486 | $56,134-95.6% | $96,161-97.4% | $85,856-97.1% |
| Participation rate | 97.3% | 56.7%+40.5pp | 68.4%+28.8pp | 69.3%+27.9pp |
| Annual return | 0.00% | 42.30%-42.3pp | 192.01%-192.0pp | 318.58%-318.6pp |
| Employer contribution / active EE | $2,418 | $1,620+49.2% | $2,798-13.6% | $2,565-5.7% |
| Participant deferral / active EE | $0 | $2,858-100.0% | $4,349-100.0% | $3,952-100.0% |
| Admin fee / account holder | $0 | $3,769-100.0% | $5,538-100.0% | $6,261-100.0% |