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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 | $6,501 | $85,766-92.4% | $136,297-95.2% | $70,124-90.7% |
| Participation rate | 80.9% | 74.2%+6.7pp | 81.9%-1.1pp | 69.5%+11.3pp |
| Annual return | 21.34% | 31.45%-10.1pp | 5156.19%-5134.9pp | 73.14%-51.8pp |
| Employer contribution / active EE | $1,336 | $2,966-55.0% | $4,696-71.5% | $2,342-43.0% |
| Participant deferral / active EE | $1,921 | $5,051-62.0% | $6,247-69.2% | $3,332-42.3% |
| Admin fee / account holder | $38 | $5,420-99.3% | $9,244-99.6% | $4,645-99.2% |