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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 | $1,197 | $125,237-99.0% | $105,608-98.9% | $145,877-99.2% |
| Participation rate | 100.0% | 77.7%+22.3pp | 75.3%+24.7pp | 80.3%+19.7pp |
| Annual return | 14.30% | 225.76%-211.5pp | 116.50%-102.2pp | 551.28%-537.0pp |
| Employer contribution / active EE | $0 | $3,720-100.0% | $3,167-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $414 | $5,711-92.8% | $5,010-91.7% | $6,691-93.8% |
| Admin fee / account holder | $4 | $17,287-100.0% | $11,028-100.0% | $13,402-100.0% |