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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 | $189 | $29,716-99.4% | $56,077-99.7% | $80,925-99.8% |
| Participation rate | 70.0% | 41.7%+28.3pp | 52.5%+17.5pp | 67.7%+2.3pp |
| Annual return | 13.90% | 35.30%-21.4pp | 1709.28%-1695.4pp | 35.65%-21.8pp |
| Employer contribution / active EE | $0 | $671-100.0% | $1,040-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $110 | $1,228-91.0% | $1,954-94.4% | $4,299-97.4% |
| Admin fee / account holder | $52 | $2,432-97.8% | $2,825-98.1% | $6,940-99.2% |