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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 | $7,830 | $167,353-95.3% | $143,797-94.6% | $134,545-94.2% |
| Participation rate | 80.0% | 84.8%-4.8pp | 80.3%-0.3pp | 81.2%-1.2pp |
| Annual return | -17.78% | 0.48%-18.3pp | -0.04%-17.7pp | 418.37%-436.1pp |
| Employer contribution / active EE | $1,288 | $5,620-77.1% | $4,952-74.0% | $4,742-72.8% |
| Participant deferral / active EE | $1,489 | $6,447-76.9% | $5,638-73.6% | $6,401-76.7% |
| Admin fee / account holder | $56 | $18,096-99.7% | $14,679-99.6% | $11,431-99.5% |