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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 | $2,425 | $63,346-96.2% | $92,239-97.4% | $70,124-96.5% |
| Participation rate | 100.0% | 68.7%+31.3pp | 76.5%+23.5pp | 69.5%+30.5pp |
| Annual return | 0.00% | 530.19%-530.2pp | 176.29%-176.3pp | 73.14%-73.1pp |
| Employer contribution / active EE | $1,481 | $2,471-40.1% | $3,680-59.8% | $2,342-36.8% |
| Participant deferral / active EE | $964 | $2,854-66.2% | $3,897-75.3% | $3,332-71.1% |
| Admin fee / account holder | $76 | $3,841-98.0% | $5,194-98.5% | $4,645-98.4% |