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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 | $7,623 | $96,524-92.1% | $75,900-90.0% | $152,909-95.0% |
| Participation rate | 100.0% | 76.2%+23.8pp | 69.3%+30.7pp | 82.5%+17.5pp |
| Annual return | 0.00% | 33.93%-33.9pp | 30.73%-30.7pp | 345.46%-345.5pp |
| Employer contribution / active EE | $6,955 | $3,311+110.1% | $2,501+178.1% | $4,764+46.0% |
| Participant deferral / active EE | $666 | $4,554-85.4% | $3,604-81.5% | $5,851-88.6% |
| Admin fee / account holder | $4 | $8,082-99.9% | $5,421-99.9% | $11,601-100.0% |