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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 | $1,309 | $58,234-97.8% | $81,783-98.4% | $80,874-98.4% |
| Participation rate | 72.1% | 63.4%+8.7pp | 72.4%-0.3pp | 67.6%+4.4pp |
| Annual return | 18.94% | 41.70%-22.8pp | 775.05%-756.1pp | 35.62%-16.7pp |
| Employer contribution / active EE | $0 | $2,341-100.0% | $2,913-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $646 | $3,283-80.3% | $4,320-85.1% | $4,297-85.0% |
| Admin fee / account holder | $114 | $4,982-97.7% | $7,380-98.5% | $6,935-98.4% |