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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 | $9,678 | $160,040-94.0% | $147,096-93.4% | $145,877-93.4% |
| Participation rate | 80.0% | 84.0%-4.0pp | 82.2%-2.2pp | 80.3%-0.3pp |
| Annual return | 0.00% | 98.49%-98.5pp | 419.75%-419.7pp | 551.28%-551.3pp |
| Employer contribution / active EE | $1,614 | $5,289-69.5% | $4,936-67.3% | $4,663-65.4% |
| Participant deferral / active EE | $2,049 | $8,429-75.7% | $8,071-74.6% | $6,691-69.4% |
| Admin fee / account holder | $18 | $15,050-99.9% | $13,005-99.9% | $13,402-99.9% |