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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 | $17,946 | $209,874-91.4% | $189,537-90.5% | $167,536-89.3% |
| Participation rate | 71.4% | 88.7%-17.2pp | 87.8%-16.4pp | 82.1%-10.7pp |
| Annual return | 17.83% | 748.61%-730.8pp | 555.34%-537.5pp | 478.82%-461.0pp |
| Employer contribution / active EE | $2,167 | $6,913-68.7% | $6,161-64.8% | $4,839-55.2% |
| Participant deferral / active EE | $3,250 | $8,934-63.6% | $8,220-60.5% | $6,342-48.7% |
| Admin fee / account holder | $143 | $14,299-99.0% | $12,048-98.8% | $12,315-98.8% |