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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 | $9,119 | $155,555-94.1% | $146,866-93.8% | $155,188-94.1% |
| Participation rate | 75.0% | 84.0%-9.0pp | 82.5%-7.5pp | 80.8%-5.8pp |
| Annual return | 21.21% | 115.41%-94.2pp | 102.85%-81.6pp | 148.84%-127.6pp |
| Employer contribution / active EE | $888 | $4,647-80.9% | $4,425-79.9% | $4,248-79.1% |
| Participant deferral / active EE | $1,457 | $8,044-81.9% | $7,759-81.2% | $6,531-77.7% |
| Admin fee / account holder | $55 | $14,755-99.6% | $13,620-99.6% | $14,480-99.6% |