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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 | $7,090 | $65,703-89.2% | $94,228-92.5% | $59,633-88.1% |
| Participation rate | 100.0% | 72.1%+27.9pp | 78.8%+21.2pp | 68.7%+31.3pp |
| Annual return | 0.00% | 5.22%-5.2pp | 10.68%-10.7pp | 2041.40%-2041.4pp |
| Employer contribution / active EE | $4,471 | $2,021+121.3% | $3,587+24.6% | $2,203+103.0% |
| Participant deferral / active EE | $1,145 | $3,143-63.6% | $4,320-73.5% | $3,192-64.1% |
| Admin fee / account holder | $1 | $4,264-100.0% | $6,269-100.0% | $4,297-100.0% |