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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 | $1,466 | $78,423-98.1% | $95,964-98.5% | $79,856-98.2% |
| Participation rate | 100.0% | 73.5%+26.5pp | 77.1%+22.9pp | 69.6%+30.4pp |
| Annual return | 0.00% | 19.37%-19.4pp | 91.64%-91.6pp | 31.71%-31.7pp |
| Employer contribution / active EE | $844 | $1,945-56.6% | $2,541-66.8% | $2,471-65.9% |
| Participant deferral / active EE | $731 | $3,440-78.7% | $4,167-82.5% | $3,741-80.5% |
| Admin fee / account holder | $11 | $5,622-99.8% | $6,797-99.8% | $5,306-99.8% |