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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 | $390 | $68,097-99.4% | $62,929-99.4% | $137,256-99.7% |
| Participation rate | 71.4% | 77.4%-6.0pp | 73.1%-1.7pp | 80.0%-8.5pp |
| Annual return | 13.64% | 1859.11%-1845.5pp | 1063.93%-1050.3pp | 220.34%-206.7pp |
| Employer contribution / active EE | $0 | $2,811-100.0% | $2,505-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $38 | $4,553-99.2% | $3,888-99.0% | $6,407-99.4% |
| Admin fee / account holder | $128 | $6,521-98.0% | $5,065-97.5% | $12,270-99.0% |