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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 | $6,316 | $101,763-93.8% | $164,866-96.2% | $80,874-92.2% |
| Participation rate | 100.0% | 71.8%+28.2pp | 78.6%+21.4pp | 67.6%+32.4pp |
| Annual return | 0.00% | 16.73%-16.7pp | 69.97%-70.0pp | 35.62%-35.6pp |
| Employer contribution / active EE | $6,316 | $2,954+113.8% | $4,343+45.4% | $2,756+129.2% |
| Participant deferral / active EE | $0 | $4,477-100.0% | $6,033-100.0% | $4,297-100.0% |
| Admin fee / account holder | $0 | $8,228-100.0% | $12,689-100.0% | $6,935-100.0% |