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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 | $4,920 | $99,644-95.1% | $86,438-94.3% | $134,532-96.3% |
| Participation rate | 85.7% | 82.1%+3.7pp | 80.3%+5.4pp | 81.2%+4.5pp |
| Annual return | -19.73% | 6787.26%-6807.0pp | 4397.19%-4416.9pp | 418.27%-438.0pp |
| Employer contribution / active EE | $814 | $4,402-81.5% | $3,769-78.4% | $4,741-82.8% |
| Participant deferral / active EE | $1,003 | $7,247-86.2% | $6,952-85.6% | $6,401-84.3% |
| Admin fee / account holder | $21 | $8,375-99.8% | $6,733-99.7% | $11,429-99.8% |