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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 | $381 | $100,073-99.6% | $85,126-99.6% | $145,877-99.7% |
| Participation rate | 76.2% | 74.1%+2.1pp | 67.5%+8.7pp | 80.3%-4.1pp |
| Annual return | 8.46% | 84.11%-75.7pp | 66.63%-58.2pp | 551.28%-542.8pp |
| Employer contribution / active EE | $0 | $3,236-100.0% | $2,731-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $242 | $5,294-95.4% | $4,523-94.7% | $6,691-96.4% |
| Admin fee / account holder | $103 | $7,261-98.6% | $6,160-98.3% | $13,402-99.2% |