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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 | $4,825 | $34,316-85.9% | $74,723-93.5% | $72,976-93.4% |
| Participation rate | 100.0% | 42.4%+57.6pp | 54.5%+45.5pp | 69.5%+30.5pp |
| Annual return | 20.67% | 26.58%-5.9pp | 753.18%-732.5pp | 81.02%-60.3pp |
| Employer contribution / active EE | $1,767 | $692+155.5% | $1,084+63.0% | $2,440-27.6% |
| Participant deferral / active EE | $0 | $1,272-100.0% | $1,962-100.0% | $3,608-100.0% |
| Admin fee / account holder | $0 | $2,125-100.0% | $3,335-100.0% | $5,124-100.0% |