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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 | $243 | $58,848-99.6% | $88,179-99.7% | $82,637-99.7% |
| Participation rate | 85.5% | 57.9%+27.6pp | 69.1%+16.3pp | 68.1%+17.4pp |
| Annual return | 19.28% | 22.76%-3.5pp | 64.97%-45.7pp | 53.51%-34.2pp |
| Employer contribution / active EE | $0 | $1,678-100.0% | $2,549-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $154 | $3,124-95.1% | $4,614-96.7% | $4,126-96.3% |
| Admin fee / account holder | $176 | $4,795-96.3% | $7,673-97.7% | $7,339-97.6% |