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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 | $2,470 | $52,279-95.3% | $89,400-97.2% | $79,858-96.9% |
| Participation rate | 90.5% | 57.5%+32.9pp | 68.0%+22.5pp | 69.6%+20.8pp |
| Annual return | 12.24% | 22.16%-9.9pp | 245.64%-233.4pp | 31.72%-19.5pp |
| Employer contribution / active EE | $511 | $1,572-67.5% | $2,586-80.2% | $2,471-79.3% |
| Participant deferral / active EE | $562 | $2,740-79.5% | $3,890-85.6% | $3,740-85.0% |
| Admin fee / account holder | $6 | $3,356-99.8% | $4,882-99.9% | $5,306-99.9% |