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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 | $1,648 | $101,618-98.4% | $93,063-98.2% | $137,256-98.8% |
| Participation rate | 71.4% | 74.9%-3.5pp | 72.1%-0.7pp | 80.0%-8.5pp |
| Annual return | 22.26% | 223.95%-201.7pp | 34.15%-11.9pp | 220.34%-198.1pp |
| Employer contribution / active EE | $276 | $2,707-89.8% | $2,476-88.8% | $4,156-93.4% |
| Participant deferral / active EE | $484 | $4,279-88.7% | $3,958-87.8% | $6,407-92.5% |
| Admin fee / account holder | $17 | $6,198-99.7% | $6,033-99.7% | $12,270-99.9% |