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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 | $99 | $81,331-99.9% | $155,534-99.9% | $80,935-99.9% |
| Participation rate | 86.1% | 66.3%+19.9pp | 78.2%+7.9pp | 67.7%+18.4pp |
| Annual return | 0.00% | 33.37%-33.4pp | 64.92%-64.9pp | 35.66%-35.7pp |
| Employer contribution / active EE | $0 | $3,105-100.0% | $4,675-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $95 | $3,454-97.3% | $5,630-98.3% | $4,299-97.8% |
| Admin fee / account holder | $1 | $7,999-100.0% | $15,900-100.0% | $6,924-100.0% |