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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 | $21,596 | $209,336-89.7% | $197,124-89.0% | $137,256-84.3% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 19.95% | 48.09%-28.1pp | 44.34%-24.4pp | 220.34%-200.4pp |
| Employer contribution / active EE | $4,418 | $6,591-33.0% | $6,227-29.1% | $4,156+6.3% |
| Participant deferral / active EE | $929 | $9,614-90.3% | $9,135-89.8% | $6,407-85.5% |
| Admin fee / account holder | $245 | $17,308-98.6% | $16,298-98.5% | $12,270-98.0% |