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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 | $659 | $63,703-99.0% | $93,063-99.3% | $82,448-99.2% |
| Participation rate | 86.2% | 63.8%+22.4pp | 72.1%+14.1pp | 68.1%+18.1pp |
| Annual return | 14.67% | -775.43%+790.1pp | 34.15%-19.5pp | 41.64%-27.0pp |
| Employer contribution / active EE | $0 | $1,729-100.0% | $2,476-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $158 | $2,919-94.6% | $3,958-96.0% | $4,139-96.2% |
| Admin fee / account holder | $48 | $5,982-99.2% | $6,033-99.2% | $7,234-99.3% |