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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 | $202 | $49,976-99.6% | $66,674-99.7% | $82,637-99.8% |
| Participation rate | 74.2% | 63.1%+11.1pp | 73.7%+0.5pp | 68.1%+6.1pp |
| Annual return | 16.16% | 39.09%-22.9pp | 321.24%-305.1pp | 53.51%-37.4pp |
| Employer contribution / active EE | $0 | $1,988-100.0% | $2,620-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $131 | $2,847-95.4% | $4,084-96.8% | $4,126-96.8% |
| Admin fee / account holder | $122 | $4,594-97.3% | $5,098-97.6% | $7,339-98.3% |