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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 | $7,465 | $63,346-88.2% | $92,239-91.9% | $70,124-89.4% |
| Participation rate | 100.0% | 68.7%+31.3pp | 76.5%+23.5pp | 69.5%+30.5pp |
| Annual return | 0.00% | 530.19%-530.2pp | 176.29%-176.3pp | 73.14%-73.1pp |
| Employer contribution / active EE | $2,777 | $2,471+12.4% | $3,680-24.5% | $2,342+18.5% |
| Participant deferral / active EE | $814 | $2,854-71.5% | $3,897-79.1% | $3,332-75.6% |
| Admin fee / account holder | $70 | $3,841-98.2% | $5,194-98.6% | $4,645-98.5% |