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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 | $1,567 | $96,678-98.4% | $86,640-98.2% | $139,466-98.9% |
| Participation rate | 73.3% | 74.4%-1.1pp | 71.7%+1.6pp | 80.3%-7.0pp |
| Annual return | 0.00% | 106.69%-106.7pp | 592.52%-592.5pp | 373.66%-373.7pp |
| Employer contribution / active EE | $570 | $3,265-82.6% | $3,024-81.2% | $4,754-88.0% |
| Participant deferral / active EE | $627 | $4,837-87.0% | $4,438-85.9% | $6,712-90.7% |
| Admin fee / account holder | $50 | $6,410-99.2% | $5,616-99.1% | $11,409-99.6% |