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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 | $1,304 | $91,198-98.6% | $178,503-99.3% | $79,856-98.4% |
| Participation rate | 100.0% | 69.2%+30.8pp | 81.9%+18.1pp | 69.6%+30.4pp |
| Annual return | 0.00% | 24.20%-24.2pp | 151.12%-151.1pp | 31.71%-31.7pp |
| Employer contribution / active EE | $1,281 | $3,257-60.7% | $5,011-74.4% | $2,471-48.2% |
| Participant deferral / active EE | $23 | $3,237-99.3% | $5,202-99.6% | $3,741-99.4% |
| Admin fee / account holder | $0 | $6,748-100.0% | $13,987-100.0% | $5,306-100.0% |