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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 | $3,999 | $111,787-96.4% | $93,681-95.7% | $145,978-97.3% |
| Participation rate | 83.3% | 74.2%+9.1pp | 68.7%+14.6pp | 80.3%+3.0pp |
| Annual return | 0.00% | 203.52%-203.5pp | 133.47%-133.5pp | 550.52%-550.5pp |
| Employer contribution / active EE | $3,332 | $3,093+7.7% | $2,422+37.6% | $4,662-28.5% |
| Participant deferral / active EE | $0 | $4,918-100.0% | $4,415-100.0% | $6,690-100.0% |
| Admin fee / account holder | $0 | $10,256-100.0% | $8,290-100.0% | $13,400-100.0% |