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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 | $7,656 | $165,381-95.4% | $149,730-94.9% | $158,966-95.2% |
| Participation rate | 87.5% | 84.6%+2.9pp | 82.5%+5.0pp | 82.0%+5.5pp |
| Annual return | 20.51% | 348.29%-327.8pp | 276.70%-256.2pp | 302.95%-282.4pp |
| Employer contribution / active EE | $977 | $5,104-80.9% | $4,645-79.0% | $4,762-79.5% |
| Participant deferral / active EE | $1,168 | $7,182-83.7% | $6,843-82.9% | $5,983-80.5% |
| Admin fee / account holder | $59 | $10,809-99.5% | $9,310-99.4% | $11,250-99.5% |