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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 | $4,506 | $137,414-96.7% | $189,537-97.6% | $85,847-94.8% |
| Participation rate | 100.0% | 84.6%+15.4pp | 87.8%+12.2pp | 69.3%+30.7pp |
| Annual return | 0.00% | 38.14%-38.1pp | 555.34%-555.3pp | 318.61%-318.6pp |
| Employer contribution / active EE | $2,716 | $4,344-37.5% | $6,161-55.9% | $2,565+5.9% |
| Participant deferral / active EE | $1,773 | $6,260-71.7% | $8,220-78.4% | $3,952-55.1% |
| Admin fee / account holder | $23 | $8,630-99.7% | $12,048-99.8% | $6,261-99.6% |