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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 | $142,354-94.7% | $125,529-93.9% | $155,188-95.1% |
| Participation rate | 100.0% | 78.1%+21.9pp | 74.7%+25.3pp | 80.8%+19.2pp |
| Annual return | 0.00% | 306.06%-306.1pp | 202.56%-202.6pp | 148.84%-148.8pp |
| Employer contribution / active EE | $7,048 | $3,501+101.3% | $3,058+130.5% | $4,248+65.9% |
| Participant deferral / active EE | $0 | $5,491-100.0% | $4,813-100.0% | $6,531-100.0% |
| Admin fee / account holder | $34 | $19,392-99.8% | $16,298-99.8% | $14,480-99.8% |