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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 | $2,319 | $95,406-97.6% | $185,849-98.8% | $85,847-97.3% |
| Participation rate | 100.0% | 68.8%+31.2pp | 81.7%+18.3pp | 69.3%+30.7pp |
| Annual return | 0.00% | 23.59%-23.6pp | 122.10%-122.1pp | 318.61%-318.6pp |
| Employer contribution / active EE | $0 | $3,314-100.0% | $5,169-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $806 | $3,424-76.5% | $5,569-85.5% | $3,952-79.6% |
| Admin fee / account holder | $20 | $7,214-99.7% | $16,244-99.9% | $6,261-99.7% |