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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 | $51,606-96.9% | $129,339-98.8% | $80,911-98.0% |
| Participation rate | 100.0% | 57.0%+43.0pp | 69.6%+30.4pp | 67.6%+32.4pp |
| Annual return | 0.00% | 20.76%-20.8pp | 9437.05%-9437.1pp | 35.63%-35.6pp |
| Employer contribution / active EE | $2,103 | $1,582+32.9% | $4,154-49.4% | $2,756-23.7% |
| Participant deferral / active EE | $0 | $2,669-100.0% | $4,170-100.0% | $4,297-100.0% |
| Admin fee / account holder | $0 | $4,310-100.0% | $7,668-100.0% | $6,935-100.0% |