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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 | $7,287 | $211,946-96.6% | $169,452-95.7% | $135,380-94.6% |
| Participation rate | 100.0% | 82.6%+17.4pp | 77.8%+22.2pp | 82.6%+17.4pp |
| Annual return | -8.78% | 3.26%-12.0pp | 1.83%-10.6pp | 519.81%-528.6pp |
| Employer contribution / active EE | $2,123 | $5,117-58.5% | $4,157-48.9% | $4,779-55.6% |
| Participant deferral / active EE | $1,000 | $6,075-83.5% | $5,277-81.0% | $5,609-82.2% |
| Admin fee / account holder | $0 | $11,472-100.0% | $9,110-100.0% | $10,828-100.0% |