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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 | $156 | $100,772-99.8% | $86,690-99.8% | $134,493-99.9% |
| Participation rate | 100.0% | 78.9%+21.1pp | 76.6%+23.4pp | 81.2%+18.8pp |
| Annual return | 0.00% | 29.06%-29.1pp | 35.93%-35.9pp | 418.01%-418.0pp |
| Employer contribution / active EE | $0 | $3,490-100.0% | $2,837-100.0% | $4,740-100.0% |
| Participant deferral / active EE | $24 | $5,338-99.6% | $4,656-99.5% | $6,400-99.6% |
| Admin fee / account holder | $25 | $10,920-99.8% | $7,490-99.7% | $11,425-99.8% |