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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 | $4,055 | $105,160-96.1% | $94,679-95.7% | $139,456-97.1% |
| Participation rate | 71.4% | 82.4%-10.9pp | 80.8%-9.4pp | 80.3%-8.9pp |
| Annual return | 0.00% | 38.04%-38.0pp | 156.75%-156.8pp | 373.45%-373.4pp |
| Employer contribution / active EE | $990 | $4,107-75.9% | $3,673-73.1% | $4,753-79.2% |
| Participant deferral / active EE | $1,723 | $7,599-77.3% | $7,417-76.8% | $6,711-74.3% |
| Admin fee / account holder | $1 | $8,988-100.0% | $7,233-100.0% | $11,407-100.0% |