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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 | $4,450 | $95,664-95.3% | $76,902-94.2% | $139,487-96.8% |
| Participation rate | 81.3% | 74.0%+7.2pp | 69.6%+11.6pp | 80.3%+0.9pp |
| Annual return | 19.88% | 55.03%-35.2pp | 37.91%-18.0pp | 373.84%-354.0pp |
| Employer contribution / active EE | $418 | $3,147-86.7% | $2,534-83.5% | $4,755-91.2% |
| Participant deferral / active EE | $653 | $4,626-85.9% | $3,833-83.0% | $6,713-90.3% |
| Admin fee / account holder | $39 | $8,311-99.5% | $5,479-99.3% | $11,407-99.7% |