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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 | $196 | $76,608-99.7% | $56,077-99.7% | $145,877-99.9% |
| Participation rate | 93.3% | 63.2%+30.1pp | 52.5%+40.8pp | 80.3%+13.0pp |
| Annual return | 10.28% | 3009.59%-2999.3pp | 1709.28%-1699.0pp | 551.28%-541.0pp |
| Employer contribution / active EE | $0 | $1,382-100.0% | $1,040-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $175 | $2,624-93.3% | $1,954-91.0% | $6,691-97.4% |
| Admin fee / account holder | $10 | $3,325-99.7% | $2,825-99.7% | $13,402-99.9% |