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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 | $10,281 | $148,623-93.1% | $135,974-92.4% | $139,466-92.6% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 388.42% | 79.30%+309.1pp | 68.30%+320.1pp | 373.66%+14.8pp |
| Employer contribution / active EE | $2,405 | $5,246-54.2% | $4,859-50.5% | $4,754-49.4% |
| Participant deferral / active EE | $2,450 | $8,103-69.8% | $7,760-68.4% | $6,712-63.5% |
| Admin fee / account holder | $8 | $12,406-99.9% | $10,767-99.9% | $11,409-99.9% |