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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 | $3,375 | $89,370-96.2% | $141,197-97.6% | $72,976-95.4% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.5%+17.5pp | 69.5%+30.5pp |
| Annual return | 52.11% | 111.88%-59.8pp | 71.41%-19.3pp | 81.02%-28.9pp |
| Employer contribution / active EE | $0 | $3,115-100.0% | $4,736-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $1,273 | $5,419-76.5% | $6,710-81.0% | $3,608-64.7% |
| Admin fee / account holder | $243 | $5,957-95.9% | $10,265-97.6% | $5,124-95.3% |