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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 | $2,728 | $72,465-96.2% | $67,575-96.0% | $145,884-98.1% |
| Participation rate | 100.0% | 76.9%+23.1pp | 72.9%+27.1pp | 80.3%+19.7pp |
| Annual return | 0.00% | 7222.56%-7222.6pp | 3528.98%-3529.0pp | 551.85%-551.8pp |
| Employer contribution / active EE | $1,940 | $3,074-36.9% | $2,736-29.1% | $4,662-58.4% |
| Participant deferral / active EE | $720 | $4,786-85.0% | $4,003-82.0% | $6,690-89.2% |
| Admin fee / account holder | $0 | $5,515-100.0% | $3,993-100.0% | $13,392-100.0% |