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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 | $16,117 | $263,436-93.9% | $305,030-94.7% | $254,173-93.7% |
| Participation rate | 81.3% | 47.8%+33.5pp | 44.7%+36.5pp | 43.0%+38.2pp |
| Annual return | 0.00% | 288.76%-288.8pp | 380.66%-380.7pp | 259.17%-259.2pp |
| Employer contribution / active EE | $13,095 | $47,316-72.3% | $45,083-71.0% | $41,471-68.4% |
| Participant deferral / active EE | $0 | $279-100.0% | $272-100.0% | $153-100.0% |
| Admin fee / account holder | $0 | $13,313-100.0% | $12,800-100.0% | $21,502-100.0% |