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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 | $1,494 | $104,544-98.6% | $76,657-98.1% | $152,897-99.0% |
| Participation rate | 91.7% | 76.6%+15.1pp | 72.1%+19.6pp | 82.5%+9.2pp |
| Annual return | 30.75% | 1014.36%-983.6pp | 1166.74%-1136.0pp | 345.43%-314.7pp |
| Employer contribution / active EE | $433 | $3,118-86.1% | $2,303-81.2% | $4,764-90.9% |
| Participant deferral / active EE | $709 | $4,236-83.3% | $3,335-78.7% | $5,851-87.9% |
| Admin fee / account holder | $39 | $12,286-99.7% | $6,423-99.4% | $11,599-99.7% |