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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 | $102,245-99.6% | $89,340-99.5% | $137,256-99.7% |
| Participation rate | 100.0% | 74.9%+25.1pp | 69.6%+30.4pp | 80.0%+20.0pp |
| Annual return | 59.41% | 21.89%+37.5pp | 20.57%+38.8pp | 220.34%-160.9pp |
| Employer contribution / active EE | $124 | $2,529-95.1% | $2,231-94.4% | $4,156-97.0% |
| Participant deferral / active EE | $199 | $4,436-95.5% | $3,823-94.8% | $6,407-96.9% |
| Admin fee / account holder | $1 | $8,085-100.0% | $6,704-100.0% | $12,270-100.0% |