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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 | $1,083 | $57,073-98.1% | $85,126-98.7% | $80,925-98.7% |
| Participation rate | 80.6% | 56.4%+24.2pp | 67.5%+13.1pp | 67.7%+13.0pp |
| Annual return | 0.00% | 21.69%-21.7pp | 66.63%-66.6pp | 35.65%-35.6pp |
| Employer contribution / active EE | $356 | $1,801-80.2% | $2,731-87.0% | $2,756-87.1% |
| Participant deferral / active EE | $750 | $3,113-75.9% | $4,523-83.4% | $4,299-82.6% |
| Admin fee / account holder | $62 | $4,988-98.7% | $6,160-99.0% | $6,940-99.1% |