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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 | $6,147 | $106,551-94.2% | $91,225-93.3% | $134,532-95.4% |
| Participation rate | 100.0% | 76.8%+23.2pp | 73.2%+26.8pp | 81.2%+18.8pp |
| Annual return | -16.69% | 160.78%-177.5pp | 114.12%-130.8pp | 418.27%-435.0pp |
| Employer contribution / active EE | $860 | $3,331-74.2% | $2,851-69.8% | $4,741-81.9% |
| Participant deferral / active EE | $736 | $4,718-84.4% | $4,233-82.6% | $6,401-88.5% |
| Admin fee / account holder | $15 | $6,234-99.8% | $5,422-99.7% | $11,429-99.9% |