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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 | $6,200 | $123,982-95.0% | $69,701-91.1% | $145,959-95.8% |
| Participation rate | 100.0% | 69.2%+30.8pp | 66.4%+33.6pp | 80.3%+19.7pp |
| Annual return | 0.00% | 191.01%-191.0pp | 100.32%-100.3pp | 561.95%-561.9pp |
| Employer contribution / active EE | $6,200 | $2,681+131.2% | $1,713+261.9% | $4,661+33.0% |
| Participant deferral / active EE | $0 | $4,236-100.0% | $2,887-100.0% | $6,689-100.0% |
| Admin fee / account holder | $0 | $7,867-100.0% | $4,717-100.0% | $13,398-100.0% |