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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 | $1,782 | $104,664-98.3% | $85,693-97.9% | $167,518-98.9% |
| Participation rate | 83.3% | 76.4%+7.0pp | 69.9%+13.5pp | 82.1%+1.2pp |
| Annual return | 0.00% | 21.45%-21.4pp | 21.49%-21.5pp | 478.71%-478.7pp |
| Employer contribution / active EE | $1,485 | $3,337-55.5% | $2,618-43.3% | $4,838-69.3% |
| Participant deferral / active EE | $0 | $4,824-100.0% | $3,923-100.0% | $6,342-100.0% |
| Admin fee / account holder | $0 | $10,032-100.0% | $6,874-100.0% | $12,312-100.0% |