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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 | $4,918 | $115,903-95.8% | $100,528-95.1% | $158,966-96.9% |
| Participation rate | 100.0% | 81.6%+18.4pp | 79.4%+20.6pp | 82.0%+18.0pp |
| Annual return | 13.76% | 34.80%-21.0pp | 30.90%-17.1pp | 302.95%-289.2pp |
| Employer contribution / active EE | $656 | $4,105-84.0% | $3,419-80.8% | $4,762-86.2% |
| Participant deferral / active EE | $1,048 | $6,677-84.3% | $6,271-83.3% | $5,983-82.5% |
| Admin fee / account holder | $65 | $11,000-99.4% | $8,084-99.2% | $11,250-99.4% |