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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 | $3,623 | $217,432-98.3% | $185,849-98.1% | $167,536-97.8% |
| Participation rate | 100.0% | 86.1%+13.9pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 80.12% | 148.42%-68.3pp | 122.10%-42.0pp | 478.82%-398.7pp |
| Employer contribution / active EE | $1,517 | $5,875-74.2% | $5,169-70.6% | $4,839-68.7% |
| Participant deferral / active EE | $1,517 | $6,357-76.1% | $5,569-72.8% | $6,342-76.1% |
| Admin fee / account holder | $17 | $19,818-99.9% | $16,244-99.9% | $12,315-99.9% |