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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 | $14,536 | $79,449-81.7% | $189,575-92.3% | $85,847-83.1% |
| Participation rate | 97.1% | 66.0%+31.2pp | 78.4%+18.7pp | 69.3%+27.8pp |
| Annual return | 13.27% | 18.45%-5.2pp | 64.19%-50.9pp | 318.61%-305.3pp |
| Employer contribution / active EE | $5,159 | $2,081+147.9% | $4,412+16.9% | $2,565+101.1% |
| Participant deferral / active EE | $900 | $4,051-77.8% | $6,174-85.4% | $3,952-77.2% |
| Admin fee / account holder | $125 | $5,377-97.7% | $9,806-98.7% | $6,261-98.0% |