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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 | $3,138 | $180,028-98.3% | $138,135-97.7% | $158,950-98.0% |
| Participation rate | 100.0% | 82.2%+17.8pp | 78.7%+21.3pp | 82.0%+18.0pp |
| Annual return | 0.00% | 21.68%-21.7pp | 20.51%-20.5pp | 302.91%-302.9pp |
| Employer contribution / active EE | $1,291 | $7,470-82.7% | $5,587-76.9% | $4,762-72.9% |
| Participant deferral / active EE | $1,629 | $7,717-78.9% | $6,431-74.7% | $5,983-72.8% |
| Admin fee / account holder | $5 | $17,912-100.0% | $11,856-100.0% | $11,248-100.0% |