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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 | $2,389 | $144,130-98.3% | $117,860-98.0% | $147,585-98.4% |
| Participation rate | 92.3% | 83.4%+8.9pp | 79.7%+12.6pp | 82.8%+9.5pp |
| Annual return | 0.00% | 531.20%-531.2pp | 335.10%-335.1pp | 578.58%-578.6pp |
| Employer contribution / active EE | $912 | $4,897-81.4% | $3,786-75.9% | $4,876-81.3% |
| Participant deferral / active EE | $1,321 | $5,316-75.2% | $4,482-70.5% | $5,439-75.7% |
| Admin fee / account holder | $118 | $10,887-98.9% | $8,021-98.5% | $10,886-98.9% |