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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 | $798 | $117,829-99.3% | $102,423-99.2% | $145,877-99.5% |
| Participation rate | 71.4% | 78.6%-7.2pp | 76.5%-5.1pp | 80.3%-8.9pp |
| Annual return | 11.91% | 31.83%-19.9pp | 29.42%-17.5pp | 551.28%-539.4pp |
| Employer contribution / active EE | $0 | $3,615-100.0% | $3,023-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $256 | $5,732-95.5% | $5,054-94.9% | $6,691-96.2% |
| Admin fee / account holder | $129 | $13,335-99.0% | $9,455-98.6% | $13,402-99.0% |