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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 | $352 | $29,733-98.8% | $56,025-99.4% | $80,959-99.6% |
| Participation rate | 82.8% | 41.7%+41.0pp | 52.5%+30.3pp | 67.7%+15.1pp |
| Annual return | 11.46% | 35.28%-23.8pp | 1712.69%-1701.2pp | 35.67%-24.2pp |
| Employer contribution / active EE | $0 | $672-100.0% | $1,042-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $88 | $1,229-92.8% | $1,955-95.5% | $4,300-97.9% |
| Admin fee / account holder | $4 | $2,434-99.9% | $2,828-99.9% | $6,925-99.9% |