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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 | $10,332 | $86,298-88.0% | $111,308-90.7% | $85,847-88.0% |
| Participation rate | 100.0% | 73.3%+26.7pp | 77.3%+22.7pp | 69.3%+30.7pp |
| Annual return | 14.08% | 19.99%-5.9pp | 54.67%-40.6pp | 318.61%-304.5pp |
| Employer contribution / active EE | $1,288 | $2,044-37.0% | $2,732-52.9% | $2,565-49.8% |
| Participant deferral / active EE | $1,565 | $3,641-57.0% | $4,487-65.1% | $3,952-60.4% |
| Admin fee / account holder | $89 | $8,189-98.9% | $7,965-98.9% | $6,261-98.6% |