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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 | $6,159 | $93,346-93.4% | $71,796-91.4% | $273,972-97.8% |
| Participation rate | 83.3% | 76.5%+6.8pp | 69.1%+14.2pp | 83.0%+0.3pp |
| Annual return | 6.54% | 130.39%-123.9pp | 78.04%-71.5pp | 41.46%-34.9pp |
| Employer contribution / active EE | $553 | $2,733-79.8% | $1,924-71.2% | $4,869-88.6% |
| Participant deferral / active EE | $711 | $3,475-79.5% | $2,794-74.5% | $5,287-86.5% |
| Admin fee / account holder | $72 | $6,571-98.9% | $4,815-98.5% | $10,133-99.3% |