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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 | $6,883 | $150,445-95.4% | $136,297-94.9% | $147,585-95.3% |
| Participation rate | 86.4% | 84.4%+1.9pp | 81.9%+4.4pp | 82.8%+3.5pp |
| Annual return | 26.06% | 1049.14%-1023.1pp | 5156.16%-5130.1pp | 578.57%-552.5pp |
| Employer contribution / active EE | $1,500 | $5,256-71.5% | $4,696-68.1% | $4,876-69.2% |
| Participant deferral / active EE | $1,723 | $6,631-74.0% | $6,247-72.4% | $5,439-68.3% |
| Admin fee / account holder | $210 | $10,906-98.1% | $9,244-97.7% | $10,885-98.1% |