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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 | $878 | $92,684-99.1% | $82,706-98.9% | $134,509-99.3% |
| Participation rate | 95.7% | 75.2%+20.5pp | 72.6%+23.1pp | 81.2%+14.4pp |
| Annual return | 0.00% | 945.84%-945.8pp | 701.76%-701.8pp | 418.13%-418.1pp |
| Employer contribution / active EE | $485 | $3,272-85.2% | $3,007-83.9% | $4,741-89.8% |
| Participant deferral / active EE | $513 | $4,800-89.3% | $4,394-88.3% | $6,400-92.0% |
| Admin fee / account holder | $5 | $5,982-99.9% | $5,329-99.9% | $11,427-100.0% |