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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 | $8,469 | $142,409-94.1% | $119,634-92.9% | $134,545-93.7% |
| Participation rate | 88.9% | 82.8%+6.1pp | 79.3%+9.6pp | 81.2%+7.7pp |
| Annual return | 0.00% | -12.46%+12.5pp | -14.98%+15.0pp | 418.37%-418.4pp |
| Employer contribution / active EE | $8,178 | $5,224+56.5% | $4,232+93.2% | $4,742+72.5% |
| Participant deferral / active EE | $476 | $6,468-92.6% | $5,601-91.5% | $6,401-92.6% |
| Admin fee / account holder | $3 | $13,594-100.0% | $10,329-100.0% | $11,431-100.0% |