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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 | $199,454 | $284,927-30.0% | $210,053-5.0% | $382,429-47.8% |
| Participation rate | 91.7% | 84.8%+6.9pp | 80.8%+10.9pp | 87.7%+3.9pp |
| Annual return | 13.42% | 281.55%-268.1pp | 232.76%-219.3pp | 248.85%-235.4pp |
| Employer contribution / active EE | $0 | $6,452-100.0% | $4,521-100.0% | $8,036-100.0% |
| Participant deferral / active EE | $4,064 | $4,567-11.0% | $4,238-4.1% | $5,727-29.0% |
| Admin fee / account holder | $283 | $19,753-98.6% | $16,990-98.3% | $30,732-99.1% |