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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 | $3,751 | $85,766-95.6% | $136,298-97.2% | $70,126-94.7% |
| Participation rate | 86.3% | 74.2%+12.1pp | 81.9%+4.4pp | 69.5%+16.7pp |
| Annual return | 0.00% | 31.46%-31.5pp | 5156.27%-5156.3pp | 73.15%-73.1pp |
| Employer contribution / active EE | $577 | $2,966-80.5% | $4,696-87.7% | $2,343-75.4% |
| Participant deferral / active EE | $703 | $5,051-86.1% | $6,247-88.8% | $3,332-78.9% |
| Admin fee / account holder | $0 | $5,421-100.0% | $9,244-100.0% | $4,645-100.0% |