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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 | $4,205 | $106,267-96.0% | $96,520-95.6% | $139,456-97.0% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 18.37% | 38.45%-20.1pp | 35.72%-17.3pp | 373.45%-355.1pp |
| Employer contribution / active EE | $955 | $4,105-76.7% | $3,739-74.5% | $4,753-79.9% |
| Participant deferral / active EE | $1,320 | $5,454-75.8% | $4,879-72.9% | $6,711-80.3% |
| Admin fee / account holder | $198 | $7,882-97.5% | $6,733-97.1% | $11,407-98.3% |