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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 | $3,106 | $167,352-98.1% | $143,788-97.8% | $134,509-97.7% |
| Participation rate | 83.3% | 84.8%-1.5pp | 80.3%+3.0pp | 81.2%+2.1pp |
| Annual return | 0.00% | 0.47%-0.5pp | -0.03%0pp | 418.13%-418.1pp |
| Employer contribution / active EE | $1,332 | $5,620-76.3% | $4,952-73.1% | $4,741-71.9% |
| Participant deferral / active EE | $1,794 | $6,447-72.2% | $5,638-68.2% | $6,400-72.0% |
| Admin fee / account holder | $9 | $18,091-99.9% | $14,675-99.9% | $11,427-99.9% |