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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 | $557 | $115,225-99.5% | $100,712-99.4% | $138,895-99.6% |
| Participation rate | 71.4% | 74.3%-2.9pp | 69.3%+2.2pp | 79.9%-8.5pp |
| Annual return | 143.26% | 40.35%+102.9pp | 33.27%+110.0pp | 145.39%-2.1pp |
| Employer contribution / active EE | $0 | $2,771-100.0% | $2,313-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $336 | $4,699-92.8% | $4,085-91.8% | $6,396-94.7% |
| Admin fee / account holder | $6 | $10,844-99.9% | $9,256-99.9% | $12,562-100.0% |