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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 | $6,758 | $59,116-88.6% | $86,438-92.2% | $68,486-90.1% |
| Participation rate | 100.0% | 75.2%+24.8pp | 80.3%+19.7pp | 67.9%+32.1pp |
| Annual return | 137.61% | -0.23%+137.8pp | 4397.19%-4259.6pp | -7.85%+145.5pp |
| Employer contribution / active EE | $1,075 | $2,519-57.3% | $3,769-71.5% | $2,597-58.6% |
| Participant deferral / active EE | $1,480 | $5,902-74.9% | $6,952-78.7% | $4,028-63.3% |
| Admin fee / account holder | $206 | $5,639-96.3% | $6,733-96.9% | $5,404-96.2% |