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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 | $9,346 | $109,411-91.5% | $89,435-89.6% | $158,982-94.1% |
| Participation rate | 88.9% | 74.3%+14.6pp | 68.0%+20.9pp | 82.0%+6.9pp |
| Annual return | 12.89% | 345.68%-332.8pp | 245.55%-232.7pp | 302.99%-290.1pp |
| Employer contribution / active EE | $4,216 | $3,173+32.9% | $2,587+63.0% | $4,763-11.5% |
| Participant deferral / active EE | $292 | $4,600-93.7% | $3,890-92.5% | $5,983-95.1% |
| Admin fee / account holder | $9 | $6,159-99.9% | $4,884-99.8% | $11,252-99.9% |