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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 | $2,170 | $91,198-97.6% | $178,503-98.8% | $79,856-97.3% |
| Participation rate | 72.0% | 69.2%+2.8pp | 81.9%-9.9pp | 69.6%+2.4pp |
| Annual return | 81.49% | 24.20%+57.3pp | 151.12%-69.6pp | 31.71%+49.8pp |
| Employer contribution / active EE | $0 | $3,257-100.0% | $5,011-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $684 | $3,237-78.9% | $5,202-86.9% | $3,741-81.7% |
| Admin fee / account holder | $62 | $6,748-99.1% | $13,987-99.6% | $5,306-98.8% |