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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 | $229 | $69,118-99.7% | $53,647-99.6% | $138,895-99.8% |
| Participation rate | 80.0% | 64.0%+16.0pp | 56.3%+23.7pp | 79.9%+0.1pp |
| Annual return | 24.88% | 248.26%-223.4pp | 358.33%-333.5pp | 145.39%-120.5pp |
| Employer contribution / active EE | $0 | $1,189-100.0% | $962-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $69 | $2,274-97.0% | $1,813-96.2% | $6,396-98.9% |
| Admin fee / account holder | $0 | $2,724-100.0% | $2,460-100.0% | $12,562-100.0% |