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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 | $2,651 | $106,236-97.5% | $96,496-97.3% | $139,427-98.1% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 0.00% | 38.43%-38.4pp | 35.70%-35.7pp | 373.27%-373.3pp |
| Employer contribution / active EE | $2,490 | $4,104-39.3% | $3,738-33.4% | $4,752-47.6% |
| Participant deferral / active EE | $0 | $5,455-100.0% | $4,879-100.0% | $6,711-100.0% |
| Admin fee / account holder | $0 | $7,879-100.0% | $6,731-100.0% | $11,404-100.0% |