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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 | $345 | $81,749-99.6% | $58,544-99.4% | $139,456-99.8% |
| Participation rate | 75.0% | 61.3%+13.7pp | 50.9%+24.1pp | 80.3%-5.3pp |
| Annual return | 17.44% | 7425.45%-7408.0pp | 4249.56%-4232.1pp | 373.45%-356.0pp |
| Employer contribution / active EE | $0 | $1,398-100.0% | $1,053-100.0% | $4,753-100.0% |
| Participant deferral / active EE | $107 | $2,555-95.8% | $1,923-94.5% | $6,711-98.4% |
| Admin fee / account holder | $53 | $3,272-98.4% | $2,520-97.9% | $11,407-99.5% |