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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 | $10,386 | $148,582-93.0% | $135,942-92.4% | $139,456-92.6% |
| Participation rate | 92.3% | 83.9%+8.5pp | 81.9%+10.4pp | 80.3%+12.0pp |
| Annual return | 131.30% | 79.26%+52.0pp | 68.28%+63.0pp | 373.45%-242.1pp |
| Employer contribution / active EE | $1,590 | $5,245-69.7% | $4,858-67.3% | $4,753-66.6% |
| Participant deferral / active EE | $2,363 | $8,101-70.8% | $7,759-69.5% | $6,711-64.8% |
| Admin fee / account holder | $137 | $12,402-98.9% | $10,764-98.7% | $11,407-98.8% |