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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 | $9,581 | $184,000-94.8% | $162,185-94.1% | $152,909-93.7% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.5%+17.5pp |
| Annual return | 28.50% | 150.80%-122.3pp | 115.61%-87.1pp | 345.46%-317.0pp |
| Employer contribution / active EE | $1,730 | $6,370-72.9% | $5,613-69.2% | $4,764-63.7% |
| Participant deferral / active EE | $2,125 | $8,033-73.5% | $7,297-70.9% | $5,851-63.7% |
| Admin fee / account holder | $56 | $13,124-99.6% | $10,844-99.5% | $11,601-99.5% |