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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 | $3,302 | $82,674-96.0% | $125,363-97.4% | $68,495-95.2% |
| Participation rate | 94.4% | 75.0%+19.4pp | 82.4%+12.1pp | 67.9%+26.6pp |
| Annual return | 0.00% | -5.97%+6.0pp | 572.15%-572.1pp | -7.84%+7.8pp |
| Employer contribution / active EE | $1,134 | $3,382-66.5% | $4,815-76.4% | $2,596-56.3% |
| Participant deferral / active EE | $1,885 | $6,111-69.2% | $7,447-74.7% | $4,028-53.2% |
| Admin fee / account holder | $1 | $6,276-100.0% | $10,005-100.0% | $5,403-100.0% |