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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 | $6,539 | $156,398-95.8% | $147,318-95.6% | $138,895-95.3% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 19.57% | 78.75%-59.2pp | 70.43%-50.9pp | 145.39%-125.8pp |
| Employer contribution / active EE | $920 | $4,853-81.0% | $4,593-80.0% | $4,194-78.1% |
| Participant deferral / active EE | $1,884 | $8,237-77.1% | $7,906-76.2% | $6,396-70.6% |
| Admin fee / account holder | $246 | $14,976-98.4% | $13,708-98.2% | $12,562-98.0% |