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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 | $3,677 | $82,678-95.6% | $125,391-97.1% | $68,490-94.6% |
| Participation rate | 81.8% | 75.1%+6.8pp | 82.4%-0.6pp | 67.9%+13.9pp |
| Annual return | 0.00% | -5.97%+6.0pp | 572.41%-572.4pp | -7.85%+7.9pp |
| Employer contribution / active EE | $809 | $3,382-76.1% | $4,816-83.2% | $2,597-68.9% |
| Participant deferral / active EE | $2,213 | $6,111-63.8% | $7,448-70.3% | $4,028-45.1% |
| Admin fee / account holder | $37 | $6,277-99.4% | $10,009-99.6% | $5,403-99.3% |