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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 | $8,479 | $107,368-92.1% | $92,915-90.9% | $152,909-94.5% |
| Participation rate | 88.9% | 79.8%+9.1pp | 76.0%+12.9pp | 82.5%+6.4pp |
| Annual return | 18.14% | 145.64%-127.5pp | 109.45%-91.3pp | 345.46%-327.3pp |
| Employer contribution / active EE | $0 | $4,222-100.0% | $3,653-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $1,202 | $4,848-75.2% | $4,238-71.6% | $5,851-79.5% |
| Admin fee / account holder | $231 | $7,082-96.7% | $5,796-96.0% | $11,601-98.0% |