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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 | $6,483 | $157,296-95.9% | $141,191-95.4% | $152,897-95.8% |
| Participation rate | 92.3% | 84.8%+7.5pp | 82.5%+9.8pp | 82.5%+9.9pp |
| Annual return | 61.78% | 64.34%-2.6pp | 71.41%-9.6pp | 345.43%-283.6pp |
| Employer contribution / active EE | $2,921 | $5,262-44.5% | $4,736-38.3% | $4,764-38.7% |
| Participant deferral / active EE | $1,657 | $7,111-76.7% | $6,710-75.3% | $5,851-71.7% |
| Admin fee / account holder | $34 | $12,125-99.7% | $10,264-99.7% | $11,599-99.7% |