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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 | $3,019 | $160,040-98.1% | $147,096-97.9% | $145,877-97.9% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 31.26% | 98.49%-67.2pp | 419.75%-388.5pp | 551.28%-520.0pp |
| Employer contribution / active EE | $1,263 | $5,289-76.1% | $4,936-74.4% | $4,663-72.9% |
| Participant deferral / active EE | $1,644 | $8,429-80.5% | $8,071-79.6% | $6,691-75.4% |
| Admin fee / account holder | $249 | $15,050-98.3% | $13,005-98.1% | $13,402-98.1% |