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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 | $1,575 | $755,339-99.8% | $379,746-99.6% | $158,982-99.0% |
| Participation rate | 100.0% | 81.8%+18.2pp | 78.4%+21.6pp | 82.0%+18.0pp |
| Annual return | 0.00% | 53.41%-53.4pp | 34.90%-34.9pp | 302.99%-303.0pp |
| Employer contribution / active EE | $1,575 | $4,685-66.4% | $3,540-55.5% | $4,763-66.9% |
| Participant deferral / active EE | $0 | $7,938-100.0% | $6,024-100.0% | $5,983-100.0% |
| Admin fee / account holder | $0 | $14,482-100.0% | $7,927-100.0% | $11,252-100.0% |