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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 | $8,303 | $102,385-91.9% | $147,080-94.4% | $80,935-89.7% |
| Participation rate | 100.0% | 75.9%+24.1pp | 82.2%+17.8pp | 67.7%+32.3pp |
| Annual return | 0.00% | 135.09%-135.1pp | 420.17%-420.2pp | 35.66%-35.7pp |
| Employer contribution / active EE | $5,507 | $3,717+48.2% | $4,933+11.6% | $2,757+99.8% |
| Participant deferral / active EE | $2,274 | $6,651-65.8% | $8,066-71.8% | $4,299-47.1% |
| Admin fee / account holder | $33 | $7,951-99.6% | $12,989-99.7% | $6,924-99.5% |