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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 | $1,593 | $51,604-96.9% | $129,295-98.8% | $80,874-98.0% |
| Participation rate | 100.0% | 57.0%+43.0pp | 69.6%+30.4pp | 67.6%+32.4pp |
| Annual return | 0.00% | 20.76%-20.8pp | 9429.28%-9429.3pp | 35.62%-35.6pp |
| Employer contribution / active EE | $2,103 | $1,585+32.7% | $4,157-49.4% | $2,756-23.7% |
| Participant deferral / active EE | $0 | $2,670-100.0% | $4,169-100.0% | $4,297-100.0% |
| Admin fee / account holder | $0 | $4,310-100.0% | $7,665-100.0% | $6,935-100.0% |