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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 | $2,619 | $79,181-96.7% | $102,423-97.4% | $74,429-96.5% |
| Participation rate | 98.1% | 74.8%+23.3pp | 76.5%+21.6pp | 67.2%+30.9pp |
| Annual return | 0.00% | 54.97%-55.0pp | 29.42%-29.4pp | 1368.38%-1368.4pp |
| Employer contribution / active EE | $2,594 | $2,362+9.9% | $3,023-14.2% | $2,625-1.2% |
| Participant deferral / active EE | $0 | $4,416-100.0% | $5,054-100.0% | $4,348-100.0% |
| Admin fee / account holder | $0 | $2,002-100.0% | $9,455-100.0% | $1,944-100.0% |