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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 | $241 | $111,535-99.8% | $105,223-99.8% | $137,256-99.8% |
| Participation rate | 92.3% | 78.1%+14.2pp | 75.0%+17.3pp | 80.0%+12.3pp |
| Annual return | 26.00% | 237.85%-211.9pp | 180.65%-154.6pp | 220.34%-194.3pp |
| Employer contribution / active EE | $0 | $3,939-100.0% | $3,689-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $116 | $5,500-97.9% | $5,072-97.7% | $6,407-98.2% |
| Admin fee / account holder | $6 | $9,721-99.9% | $8,859-99.9% | $12,270-100.0% |