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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 | $1,375 | $60,139-97.7% | $90,461-98.5% | $79,856-98.3% |
| Participation rate | 92.5% | 65.0%+27.5pp | 72.7%+19.8pp | 69.6%+22.8pp |
| Annual return | 0.00% | 71.96%-72.0pp | 1294.76%-1294.8pp | 31.71%-31.7pp |
| Employer contribution / active EE | $1,069 | $2,069-48.3% | $3,264-67.2% | $2,471-56.7% |
| Participant deferral / active EE | $251 | $2,939-91.5% | $3,964-93.7% | $3,741-93.3% |
| Admin fee / account holder | $0 | $3,978-100.0% | $5,617-100.0% | $5,306-100.0% |