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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 | $51,642-96.9% | $129,384-98.8% | $80,935-98.0% |
| Participation rate | 100.0% | 56.9%+43.1pp | 69.6%+30.4pp | 67.7%+32.3pp |
| Annual return | 0.00% | 20.78%-20.8pp | 9461.77%-9461.8pp | 35.66%-35.7pp |
| Employer contribution / active EE | $2,103 | $1,583+32.9% | $4,153-49.4% | $2,757-23.7% |
| Participant deferral / active EE | $0 | $2,670-100.0% | $4,166-100.0% | $4,299-100.0% |
| Admin fee / account holder | $0 | $4,312-100.0% | $7,686-100.0% | $6,924-100.0% |