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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 | $17,045 | $125,190-86.4% | $105,624-83.9% | $145,897-88.3% |
| Participation rate | 88.9% | 77.6%+11.3pp | 75.3%+13.6pp | 80.3%+8.6pp |
| Annual return | 15.58% | 225.22%-209.6pp | 116.20%-100.6pp | 552.29%-536.7pp |
| Employer contribution / active EE | $1,099 | $3,720-70.5% | $3,168-65.3% | $4,663-76.4% |
| Participant deferral / active EE | $1,498 | $5,716-73.8% | $5,013-70.1% | $6,689-77.6% |
| Admin fee / account holder | $90 | $17,138-99.5% | $10,961-99.2% | $13,390-99.3% |