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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 | $123,859-95.0% | $69,632-91.1% | $145,897-95.8% |
| Participation rate | 100.0% | 69.2%+30.8pp | 66.4%+33.6pp | 80.3%+19.7pp |
| Annual return | 0.00% | 192.49%-192.5pp | 101.32%-101.3pp | 552.29%-552.3pp |
| Employer contribution / active EE | $6,200 | $2,673+131.9% | $1,708+262.9% | $4,663+33.0% |
| Participant deferral / active EE | $0 | $4,242-100.0% | $2,889-100.0% | $6,689-100.0% |
| Admin fee / account holder | $0 | $7,817-100.0% | $4,695-100.0% | $13,390-100.0% |