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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 | $7,909 | $68,996-88.5% | $159,991-95.1% | $68,495-88.5% |
| Participation rate | 88.5% | 65.4%+23.1pp | 78.0%+10.5pp | 67.9%+20.6pp |
| Annual return | -18.34% | -9.65%-8.7pp | 408.82%-427.2pp | -7.84%-10.5pp |
| Employer contribution / active EE | $0 | $2,212-100.0% | $4,225-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $1,299 | $4,211-69.1% | $6,183-79.0% | $4,028-67.7% |
| Admin fee / account holder | $248 | $4,797-94.8% | $8,715-97.1% | $5,403-95.4% |