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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 | $3,902 | $110,212-96.5% | $96,534-96.0% | $139,466-97.2% |
| Participation rate | 75.0% | 78.1%-3.1pp | 76.0%-1.0pp | 80.3%-5.3pp |
| Annual return | 0.00% | 26.42%-26.4pp | 25.88%-25.9pp | 373.66%-373.7pp |
| Employer contribution / active EE | $1,070 | $3,620-70.5% | $2,965-63.9% | $4,754-77.5% |
| Participant deferral / active EE | $1,661 | $5,547-70.1% | $4,851-65.8% | $6,712-75.3% |
| Admin fee / account holder | $1 | $11,599-100.0% | $8,253-100.0% | $11,409-100.0% |