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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 | $29,716-98.8% | $56,077-99.4% | $80,925-99.6% |
| Participation rate | 82.8% | 41.7%+41.1pp | 52.5%+30.3pp | 67.7%+15.1pp |
| Annual return | 11.46% | 35.30%-23.8pp | 1709.28%-1697.8pp | 35.65%-24.2pp |
| Employer contribution / active EE | $0 | $671-100.0% | $1,040-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $88 | $1,228-92.8% | $1,954-95.5% | $4,299-97.9% |
| Admin fee / account holder | $4 | $2,432-99.9% | $2,825-99.9% | $6,940-99.9% |