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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 | $2,501 | $53,841-95.4% | $75,731-96.7% | $85,851-97.1% |
| Participation rate | 86.4% | 69.0%+17.3pp | 74.8%+11.5pp | 69.3%+17.0pp |
| Annual return | 27.25% | 24.54%+2.7pp | 104.65%-77.4pp | 318.63%-291.4pp |
| Employer contribution / active EE | $619 | $2,017-69.3% | $2,743-77.4% | $2,565-75.9% |
| Participant deferral / active EE | $410 | $2,895-85.8% | $3,820-89.3% | $3,952-89.6% |
| Admin fee / account holder | $24 | $3,340-99.3% | $3,620-99.3% | $6,261-99.6% |