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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 | $135 | $102,422-99.9% | $147,117-99.9% | $80,959-99.8% |
| Participation rate | 72.4% | 75.9%-3.5pp | 82.2%-9.8pp | 67.7%+4.7pp |
| Annual return | 11.84% | 135.16%-123.3pp | 420.54%-408.7pp | 35.67%-23.8pp |
| Employer contribution / active EE | $0 | $3,717-100.0% | $4,932-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $58 | $6,652-99.1% | $8,065-99.3% | $4,300-98.6% |
| Admin fee / account holder | $148 | $7,953-98.1% | $12,993-98.9% | $6,925-97.9% |