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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 | $483 | $111,830-99.6% | $93,696-99.5% | $145,884-99.7% |
| Participation rate | 80.0% | 74.2%+5.8pp | 68.7%+11.3pp | 80.3%-0.3pp |
| Annual return | 10.63% | 204.08%-193.5pp | 133.74%-123.1pp | 551.85%-541.2pp |
| Employer contribution / active EE | $0 | $3,093-100.0% | $2,422-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $301 | $4,920-93.9% | $4,417-93.2% | $6,690-95.5% |
| Admin fee / account holder | $61 | $10,249-99.4% | $8,287-99.3% | $13,392-99.5% |