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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 | $3,785 | $226,135-98.3% | $182,558-97.9% | $152,909-97.5% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.0%+22.0pp | 82.5%+17.5pp |
| Annual return | 8.63% | 192.60%-184.0pp | 148.59%-140.0pp | 345.46%-336.8pp |
| Employer contribution / active EE | $1,239 | $4,979-75.1% | $4,076-69.6% | $4,764-74.0% |
| Participant deferral / active EE | $404 | $6,371-93.7% | $5,526-92.7% | $5,851-93.1% |
| Admin fee / account holder | $16 | $10,707-99.9% | $8,594-99.8% | $11,601-99.9% |