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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 | $1,721 | $71,878-97.6% | $86,698-98.0% | $68,486-97.5% |
| Participation rate | 71.7% | 72.2%-0.5pp | 76.6%-4.8pp | 67.9%+3.8pp |
| Annual return | 0.00% | 3.53%-3.5pp | 35.95%-35.9pp | -7.85%+7.9pp |
| Employer contribution / active EE | $591 | $2,173-72.8% | $2,837-79.2% | $2,597-77.2% |
| Participant deferral / active EE | $789 | $3,779-79.1% | $4,656-83.0% | $4,028-80.4% |
| Admin fee / account holder | $1 | $6,113-100.0% | $7,493-100.0% | $5,404-100.0% |