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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 | $141 | $29,319-99.5% | $52,425-99.7% | $82,448-99.8% |
| Participation rate | 89.7% | 46.9%+42.8pp | 55.6%+34.0pp | 68.1%+21.6pp |
| Annual return | 18.75% | 535.20%-516.4pp | 302.12%-283.4pp | 41.64%-22.9pp |
| Employer contribution / active EE | $0 | $586-100.0% | $914-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $44 | $1,171-96.3% | $1,790-97.6% | $4,139-98.9% |
| Admin fee / account holder | $11 | $1,962-99.4% | $2,495-99.6% | $7,234-99.8% |