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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 | $7,608 | $132,099-94.2% | $115,599-93.4% | $138,895-94.5% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.3%+25.7pp | 79.9%+20.1pp |
| Annual return | 0.00% | 176.76%-176.8pp | 111.10%-111.1pp | 145.39%-145.4pp |
| Employer contribution / active EE | $7,048 | $3,416+106.3% | $2,955+138.5% | $4,194+68.0% |
| Participant deferral / active EE | $0 | $5,617-100.0% | $4,889-100.0% | $6,396-100.0% |
| Admin fee / account holder | $34 | $15,650-99.8% | $12,841-99.7% | $12,562-99.7% |