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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 | $23,166 | $204,001-88.6% | $204,001-88.6% | $254,542-90.9% |
| Participation rate | 100.0% | 35.7%+64.3pp | 9.4%+90.6pp | 47.3%+52.7pp |
| Annual return | 0.00% | -238.73%+238.7pp | -100.31%+100.3pp | 12.16%-12.2pp |
| Employer contribution / active EE | $23,175 | $30,640-24.4% | $18,686+24.0% | $44,747-48.2% |
| Participant deferral / active EE | $0 | $0 | $77-100.0% | $170-100.0% |
| Admin fee / account holder | $0 | $1,604-100.0% | $1,604-100.0% | $17,640-100.0% |