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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 | $21,742 | $157,296-86.2% | $141,191-84.6% | $152,897-85.8% |
| Participation rate | 93.3% | 84.8%+8.5pp | 82.5%+10.9pp | 82.5%+10.9pp |
| Annual return | 22.14% | 64.34%-42.2pp | 71.41%-49.3pp | 345.43%-323.3pp |
| Employer contribution / active EE | $1,572 | $5,262-70.1% | $4,736-66.8% | $4,764-67.0% |
| Participant deferral / active EE | $1,921 | $7,111-73.0% | $6,710-71.4% | $5,851-67.2% |
| Admin fee / account holder | $297 | $12,125-97.5% | $10,264-97.1% | $11,599-97.4% |