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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 | $5,175 | $102,663-95.0% | $86,216-94.0% | $139,466-96.3% |
| Participation rate | 83.3% | 74.5%+8.8pp | 69.0%+14.4pp | 80.3%+3.0pp |
| Annual return | 16.79% | 1924.52%-1907.7pp | 1169.42%-1152.6pp | 373.66%-356.9pp |
| Employer contribution / active EE | $748 | $3,035-75.4% | $2,382-68.6% | $4,754-84.3% |
| Participant deferral / active EE | $901 | $4,677-80.7% | $3,986-77.4% | $6,712-86.6% |
| Admin fee / account holder | $112 | $8,663-98.7% | $6,853-98.4% | $11,409-99.0% |