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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 | $3,264 | $176,786-98.2% | $146,643-97.8% | $167,536-98.1% |
| Participation rate | 87.5% | 83.6%+3.9pp | 80.1%+7.4pp | 82.1%+5.4pp |
| Annual return | 0.00% | 24.04%-24.0pp | 22.75%-22.7pp | 478.82%-478.8pp |
| Employer contribution / active EE | $1,261 | $5,161-75.6% | $4,137-69.5% | $4,839-73.9% |
| Participant deferral / active EE | $1,463 | $6,440-77.3% | $5,506-73.4% | $6,342-76.9% |
| Admin fee / account holder | $2 | $13,262-100.0% | $10,280-100.0% | $12,315-100.0% |