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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 | $407 | $154,754-99.7% | $124,206-99.7% | $138,895-99.7% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.6%+30.4pp | 79.9%+20.1pp |
| Annual return | 10.74% | 709.28%-698.5pp | 515.27%-504.5pp | 145.39%-134.7pp |
| Employer contribution / active EE | $0 | $4,446-100.0% | $3,540-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $260 | $4,621-94.4% | $3,968-93.4% | $6,396-95.9% |
| Admin fee / account holder | $2 | $6,690-100.0% | $5,929-100.0% | $12,562-100.0% |