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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 | $11,699 | $76,000-84.6% | $154,111-92.4% | $64,186-81.8% |
| Participation rate | 100.0% | 70.4%+29.6pp | 83.0%+17.0pp | 69.6%+30.4pp |
| Annual return | 0.00% | 30.32%-30.3pp | 735.15%-735.1pp | 7.63%-7.6pp |
| Employer contribution / active EE | $695 | $3,351-79.2% | $5,298-86.9% | $2,381-70.8% |
| Participant deferral / active EE | $389 | $3,175-87.7% | $5,081-92.3% | $3,470-88.8% |
| Admin fee / account holder | $0 | $5,596-100.0% | $13,411-100.0% | $4,888-100.0% |