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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 | $153 | $37,156-99.6% | $83,854-99.8% | $86,983-99.8% |
| Participation rate | 75.8% | 49.1%+26.7pp | 59.1%+16.6pp | 69.5%+6.2pp |
| Annual return | 42.73% | 29.88%+12.9pp | 31.39%+11.3pp | 25.83%+16.9pp |
| Employer contribution / active EE | $52 | $661-92.1% | $1,017-94.9% | $2,584-98.0% |
| Participant deferral / active EE | $167 | $1,418-88.2% | $2,035-91.8% | $4,194-96.0% |
| Admin fee / account holder | $0 | $2,510-100.0% | $3,197-100.0% | $7,856-100.0% |