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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 | $1,881 | $167,362-98.9% | $143,799-98.7% | $134,532-98.6% |
| Participation rate | 75.0% | 84.8%-9.8pp | 80.3%-5.3pp | 81.2%-6.2pp |
| Annual return | 0.00% | 0.47%-0.5pp | -0.04%0pp | 418.27%-418.3pp |
| Employer contribution / active EE | $1,290 | $5,620-77.1% | $4,952-74.0% | $4,741-72.8% |
| Participant deferral / active EE | $217 | $6,447-96.6% | $5,638-96.1% | $6,401-96.6% |
| Admin fee / account holder | $217 | $18,094-98.8% | $14,677-98.5% | $11,429-98.1% |