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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 | $588 | $53,128-98.9% | $86,582-99.3% | $70,126-99.2% |
| Participation rate | 100.0% | 65.3%+34.7pp | 73.5%+26.5pp | 69.5%+30.5pp |
| Annual return | 41.01% | 27.66%+13.3pp | 965.08%-924.1pp | 73.15%-32.1pp |
| Employer contribution / active EE | $323 | $2,068-84.4% | $2,839-88.6% | $2,343-86.2% |
| Participant deferral / active EE | $261 | $2,695-90.3% | $3,609-92.8% | $3,332-92.2% |
| Admin fee / account holder | $0 | $3,584-100.0% | $4,904-100.0% | $4,645-100.0% |