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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 | $8,096 | $99,647-91.9% | $86,439-90.6% | $134,509-94.0% |
| Participation rate | 100.0% | 82.1%+17.9pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -19.35% | 6784.13%-6803.5pp | 4395.55%-4414.9pp | 418.13%-437.5pp |
| Employer contribution / active EE | $1,714 | $4,401-61.0% | $3,769-54.5% | $4,741-63.8% |
| Participant deferral / active EE | $1,714 | $7,246-76.3% | $6,952-75.3% | $6,400-73.2% |
| Admin fee / account holder | $29 | $8,373-99.7% | $6,732-99.6% | $11,427-99.7% |