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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 | $398 | $102,663-99.6% | $86,216-99.5% | $139,466-99.7% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.0%+31.0pp | 80.3%+19.7pp |
| Annual return | 14.74% | 1924.52%-1909.8pp | 1169.42%-1154.7pp | 373.66%-358.9pp |
| Employer contribution / active EE | $0 | $3,035-100.0% | $2,382-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $251 | $4,677-94.6% | $3,986-93.7% | $6,712-96.3% |
| Admin fee / account holder | $266 | $8,663-96.9% | $6,853-96.1% | $11,409-97.7% |