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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 | $4,000 | $208,088-98.1% | $186,193-97.9% | $154,746-97.4% |
| Participation rate | 100.0% | 80.0%+20.0pp | 77.1%+22.9pp | 80.7%+19.3pp |
| Annual return | 0.00% | 89.97%-90.0pp | 78.03%-78.0pp | 172.34%-172.3pp |
| Employer contribution / active EE | $4,000 | $4,340-7.8% | $3,918+2.1% | $4,379-8.7% |
| Participant deferral / active EE | $0 | $7,078-100.0% | $6,513-100.0% | $6,730-100.0% |
| Admin fee / account holder | $0 | $11,698-100.0% | $11,058-100.0% | $14,365-100.0% |