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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 | $459 | $99,380-99.5% | $90,312-99.5% | $155,188-99.7% |
| Participation rate | 100.0% | 77.3%+22.7pp | 72.9%+27.1pp | 80.8%+19.2pp |
| Annual return | 59.41% | 19.35%+40.1pp | 18.90%+40.5pp | 148.84%-89.4pp |
| Employer contribution / active EE | $124 | $2,390-94.8% | $2,243-94.5% | $4,248-97.1% |
| Participant deferral / active EE | $199 | $4,212-95.3% | $3,749-94.7% | $6,531-97.0% |
| Admin fee / account holder | $1 | $9,766-100.0% | $8,248-100.0% | $14,480-100.0% |