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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 | $228 | $51,642-99.6% | $129,384-99.8% | $80,935-99.7% |
| Participation rate | 78.0% | 56.9%+21.1pp | 69.6%+8.4pp | 67.7%+10.4pp |
| Annual return | 0.00% | 20.78%-20.8pp | 9461.77%-9461.8pp | 35.66%-35.7pp |
| Employer contribution / active EE | $0 | $1,583-100.0% | $4,153-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $193 | $2,670-92.8% | $4,166-95.4% | $4,299-95.5% |
| Admin fee / account holder | $15 | $4,312-99.7% | $7,686-99.8% | $6,924-99.8% |