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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 | $2,637 | $99,652-97.4% | $78,778-96.7% | $147,586-98.2% |
| Participation rate | 100.0% | 76.2%+23.8pp | 69.2%+30.8pp | 82.8%+17.2pp |
| Annual return | 14.92% | 47.28%-32.4pp | 35.62%-20.7pp | 578.59%-563.7pp |
| Employer contribution / active EE | $417 | $2,796-85.1% | $1,986-79.0% | $4,876-91.5% |
| Participant deferral / active EE | $0 | $3,664-100.0% | $2,958-100.0% | $5,439-100.0% |
| Admin fee / account holder | $67 | $7,155-99.1% | $5,134-98.7% | $10,886-99.4% |