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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 | $5,353 | $156,616-96.6% | $133,346-96.0% | $198,609-97.3% |
| Participation rate | 100.0% | 77.7%+22.3pp | 72.8%+27.2pp | 82.4%+17.6pp |
| Annual return | 27.69% | 44.25%-16.6pp | 36.85%-9.2pp | 202.70%-175.0pp |
| Employer contribution / active EE | $855 | $3,368-74.6% | $2,853-70.0% | $5,055-83.1% |
| Participant deferral / active EE | $1,543 | $4,920-68.6% | $4,332-64.4% | $6,977-77.9% |
| Admin fee / account holder | $20 | $17,468-99.9% | $14,264-99.9% | $19,030-99.9% |