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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 | $220 | $81,763-99.7% | $58,561-99.6% | $139,466-99.8% |
| Participation rate | 78.9% | 61.3%+17.6pp | 50.9%+28.1pp | 80.3%-1.4pp |
| Annual return | 21.84% | 7427.77%-7405.9pp | 4251.33%-4229.5pp | 373.66%-351.8pp |
| Employer contribution / active EE | $0 | $1,398-100.0% | $1,053-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $57 | $2,555-97.8% | $1,923-97.0% | $6,712-99.1% |
| Admin fee / account holder | $6 | $3,273-99.8% | $2,520-99.8% | $11,409-99.9% |