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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 | $24,769 | $196,972-87.4% | $182,262-86.4% | $198,609-87.5% |
| Participation rate | 100.0% | 85.7%+14.3pp | 84.2%+15.8pp | 82.4%+17.6pp |
| Annual return | 20.17% | 158.27%-138.1pp | 140.60%-120.4pp | 202.70%-182.5pp |
| Employer contribution / active EE | $1,947 | $5,364-63.7% | $5,046-61.4% | $5,055-61.5% |
| Participant deferral / active EE | $3,266 | $8,643-62.2% | $8,276-60.5% | $6,977-53.2% |
| Admin fee / account holder | $33 | $18,429-99.8% | $16,712-99.8% | $19,030-99.8% |