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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 | $2,667 | $116,434-97.7% | $65,583-95.9% | $139,487-98.1% |
| Participation rate | 100.0% | 67.9%+32.1pp | 65.0%+35.0pp | 80.3%+19.7pp |
| Annual return | 0.00% | 31.34%-31.3pp | 47.46%-47.5pp | 373.84%-373.8pp |
| Employer contribution / active EE | $3,282 | $2,602+26.2% | $1,692+93.9% | $4,755-31.0% |
| Participant deferral / active EE | $0 | $4,245-100.0% | $2,833-100.0% | $6,713-100.0% |
| Admin fee / account holder | $0 | $6,696-100.0% | $4,112-100.0% | $11,407-100.0% |