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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 | $160,070-94.0% | $147,117-93.4% | $145,897-93.4% |
| Participation rate | 80.0% | 84.0%-4.0pp | 82.2%-2.2pp | 80.3%-0.3pp |
| Annual return | 0.00% | 98.69%-98.7pp | 420.54%-420.5pp | 552.29%-552.3pp |
| Employer contribution / active EE | $1,614 | $5,285-69.5% | $4,932-67.3% | $4,663-65.4% |
| Participant deferral / active EE | $2,049 | $8,419-75.7% | $8,065-74.6% | $6,689-69.4% |
| Admin fee / account holder | $18 | $15,035-99.9% | $12,993-99.9% | $13,390-99.9% |