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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 | $820 | $29,319-97.2% | $52,425-98.4% | $82,448-99.0% |
| Participation rate | 70.4% | 46.9%+23.5pp | 55.6%+14.7pp | 68.1%+2.3pp |
| Annual return | 17.47% | 535.20%-517.7pp | 302.12%-284.6pp | 41.64%-24.2pp |
| Employer contribution / active EE | $0 | $586-100.0% | $914-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $186 | $1,171-84.1% | $1,790-89.6% | $4,139-95.5% |
| Admin fee / account holder | $231 | $1,962-88.2% | $2,495-90.8% | $7,234-96.8% |