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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 | $441 | $67,823-99.3% | $52,425-99.2% | $137,256-99.7% |
| Participation rate | 100.0% | 63.9%+36.1pp | 55.6%+44.4pp | 80.0%+20.0pp |
| Annual return | 32.76% | 219.11%-186.3pp | 302.12%-269.4pp | 220.34%-187.6pp |
| Employer contribution / active EE | $105 | $1,163-91.0% | $914-88.5% | $4,156-97.5% |
| Participant deferral / active EE | $105 | $2,288-95.4% | $1,790-94.1% | $6,407-98.4% |
| Admin fee / account holder | $0 | $2,844-100.0% | $2,495-100.0% | $12,270-100.0% |