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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 | $1,069 | $95,979-98.9% | $74,551-98.6% | $135,380-99.2% |
| Participation rate | 80.0% | 75.7%+4.3pp | 69.1%+10.9pp | 82.6%-2.6pp |
| Annual return | 0.00% | 56.97%-57.0pp | 32.53%-32.5pp | 519.81%-519.8pp |
| Employer contribution / active EE | $372 | $2,716-86.3% | $1,961-81.0% | $4,779-92.2% |
| Participant deferral / active EE | $558 | $3,844-85.5% | $3,108-82.0% | $5,609-90.0% |
| Admin fee / account holder | $3 | $6,522-100.0% | $5,059-99.9% | $10,828-100.0% |