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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 | $521 | $95,580-99.5% | $76,872-99.3% | $139,466-99.6% |
| Participation rate | 84.6% | 74.0%+10.6pp | 69.6%+15.0pp | 80.3%+4.3pp |
| Annual return | 27.93% | 55.00%-27.1pp | 37.90%-10.0pp | 373.66%-345.7pp |
| Employer contribution / active EE | $0 | $3,145-100.0% | $2,533-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $339 | $4,623-92.7% | $3,832-91.2% | $6,712-95.0% |
| Admin fee / account holder | $102 | $8,302-98.8% | $5,476-98.1% | $11,409-99.1% |