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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 | $11,289 | $81,947-86.2% | $105,387-89.3% | $72,975-84.5% |
| Participation rate | 100.0% | 76.5%+23.5pp | 82.6%+17.4pp | 69.5%+30.5pp |
| Annual return | 0.00% | 42.90%-42.9pp | 26.82%-26.8pp | 81.01%-81.0pp |
| Employer contribution / active EE | $11,289 | $3,468+225.5% | $4,213+167.9% | $2,440+362.7% |
| Participant deferral / active EE | $0 | $4,494-100.0% | $5,502-100.0% | $3,608-100.0% |
| Admin fee / account holder | $0 | $6,258-100.0% | $6,559-100.0% | $5,124-100.0% |