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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 | $1,419 | $99,644-98.6% | $86,438-98.4% | $134,532-98.9% |
| Participation rate | 77.8% | 82.1%-4.3pp | 80.3%-2.6pp | 81.2%-3.5pp |
| Annual return | 0.00% | 6787.26%-6787.3pp | 4397.19%-4397.2pp | 418.27%-418.3pp |
| Employer contribution / active EE | $589 | $4,402-86.6% | $3,769-84.4% | $4,741-87.6% |
| Participant deferral / active EE | $655 | $7,247-91.0% | $6,952-90.6% | $6,401-89.8% |
| Admin fee / account holder | $0 | $8,375-100.0% | $6,733-100.0% | $11,429-100.0% |