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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 | $2,800 | $148,623-98.1% | $135,974-97.9% | $139,466-98.0% |
| Participation rate | 83.3% | 83.9%-0.5pp | 81.9%+1.4pp | 80.3%+3.0pp |
| Annual return | 0.00% | 79.30%-79.3pp | 68.30%-68.3pp | 373.66%-373.7pp |
| Employer contribution / active EE | $1,072 | $5,246-79.6% | $4,859-77.9% | $4,754-77.4% |
| Participant deferral / active EE | $1,101 | $8,103-86.4% | $7,760-85.8% | $6,712-83.6% |
| Admin fee / account holder | $1 | $12,406-100.0% | $10,767-100.0% | $11,409-100.0% |