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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 | $114 | $58,258-99.8% | $81,820-99.9% | $80,925-99.9% |
| Participation rate | 78.4% | 63.5%+14.9pp | 72.4%+6.0pp | 67.7%+10.7pp |
| Annual return | 0.00% | 41.76%-41.8pp | 777.93%-777.9pp | 35.65%-35.6pp |
| Employer contribution / active EE | $0 | $2,345-100.0% | $2,915-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $90 | $3,284-97.3% | $4,323-97.9% | $4,299-97.9% |
| Admin fee / account holder | $0 | $4,976-100.0% | $7,391-100.0% | $6,940-100.0% |