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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 | $941 | $77,920-98.8% | $149,723-99.4% | $75,177-98.7% |
| Participation rate | 100.0% | 65.6%+34.4pp | 78.8%+21.2pp | 67.2%+32.8pp |
| Annual return | 16.97% | 31.72%-14.8pp | 134.50%-117.5pp | 160.75%-143.8pp |
| Employer contribution / active EE | $0 | $3,138-100.0% | $4,821-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $224 | $3,411-93.4% | $5,682-96.1% | $4,126-94.6% |
| Admin fee / account holder | $23 | $5,951-99.6% | $13,215-99.8% | $5,651-99.6% |