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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 | $11,758 | $89,370-86.8% | $141,197-91.7% | $72,976-83.9% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.5%+17.5pp | 69.5%+30.5pp |
| Annual return | 0.00% | 111.88%-111.9pp | 71.41%-71.4pp | 81.02%-81.0pp |
| Employer contribution / active EE | $1,556 | $3,115-50.0% | $4,736-67.1% | $2,440-36.2% |
| Participant deferral / active EE | $579 | $5,419-89.3% | $6,710-91.4% | $3,608-83.9% |
| Admin fee / account holder | $196 | $5,957-96.7% | $10,265-98.1% | $5,124-96.2% |