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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 | $3,162 | $148,582-97.9% | $135,942-97.7% | $139,456-97.7% |
| Participation rate | 88.9% | 83.9%+5.0pp | 81.9%+7.0pp | 80.3%+8.6pp |
| Annual return | 0.00% | 79.26%-79.3pp | 68.28%-68.3pp | 373.45%-373.4pp |
| Employer contribution / active EE | $1,263 | $5,245-75.9% | $4,858-74.0% | $4,753-73.4% |
| Participant deferral / active EE | $2,104 | $8,101-74.0% | $7,759-72.9% | $6,711-68.7% |
| Admin fee / account holder | $124 | $12,402-99.0% | $10,764-98.8% | $11,407-98.9% |