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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 | $9,896 | $80,753-87.7% | $136,298-92.7% | $62,293-84.1% |
| Participation rate | 100.0% | 73.5%+26.5pp | 81.9%+18.1pp | 69.5%+30.5pp |
| Annual return | 0.00% | 35.83%-35.8pp | 5156.27%-5156.3pp | 28.90%-28.9pp |
| Employer contribution / active EE | $890 | $2,884-69.1% | $4,696-81.0% | $2,042-56.4% |
| Participant deferral / active EE | $1,408 | $5,164-72.7% | $6,247-77.5% | $3,169-55.6% |
| Admin fee / account holder | $129 | $525-75.4% | $9,244-98.6% | $479-73.1% |