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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 | $1,968 | $73,421-97.3% | $66,439-97.0% | $155,188-98.7% |
| Participation rate | 100.0% | 79.7%+20.3pp | 74.5%+25.5pp | 80.8%+19.2pp |
| Annual return | 15.45% | 1382.37%-1366.9pp | 757.66%-742.2pp | 148.84%-133.4pp |
| Employer contribution / active EE | $581 | $3,039-80.9% | $2,637-78.0% | $4,248-86.3% |
| Participant deferral / active EE | $419 | $4,680-91.0% | $3,876-89.2% | $6,531-93.6% |
| Admin fee / account holder | $230 | $8,856-97.4% | $6,173-96.3% | $14,480-98.4% |