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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 | $18,886 | $138,076-86.3% | $123,553-84.7% | $135,380-86.0% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -8.83% | 153.70%-162.5pp | 119.21%-128.0pp | 519.81%-528.6pp |
| Employer contribution / active EE | $1,007 | $5,152-80.5% | $4,628-78.2% | $4,779-78.9% |
| Participant deferral / active EE | $1,034 | $6,800-84.8% | $6,426-83.9% | $5,609-81.6% |
| Admin fee / account holder | $273 | $10,917-97.5% | $9,284-97.1% | $10,828-97.5% |