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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 | $8,969 | $56,197-84.0% | $67,652-86.7% | $59,633-85.0% |
| Participation rate | 100.0% | 71.5%+28.5pp | 75.7%+24.3pp | 68.7%+31.3pp |
| Annual return | 0.49% | 18508.10%-18507.6pp | 6625.40%-6624.9pp | 2041.45%-2041.0pp |
| Employer contribution / active EE | $932 | $1,615-42.3% | $2,266-58.9% | $2,203-57.7% |
| Participant deferral / active EE | $1,165 | $2,844-59.0% | $3,560-67.3% | $3,192-63.5% |
| Admin fee / account holder | $0 | $3,958-100.0% | $4,821-100.0% | $4,297-100.0% |