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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 | $3,426 | $99,652-96.6% | $78,778-95.7% | $147,585-97.7% |
| Participation rate | 72.2% | 76.2%-4.0pp | 69.2%+3.0pp | 82.8%-10.6pp |
| Annual return | 109.56% | 47.28%+62.3pp | 35.62%+73.9pp | 578.57%-469.0pp |
| Employer contribution / active EE | $0 | $2,796-100.0% | $1,986-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $336 | $3,664-90.8% | $2,958-88.6% | $5,439-93.8% |
| Admin fee / account holder | $61 | $7,155-99.1% | $5,134-98.8% | $10,885-99.4% |