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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 | $27,661 | $196,972-86.0% | $182,262-84.8% | $198,609-86.1% |
| Participation rate | 100.0% | 85.7%+14.3pp | 84.2%+15.8pp | 82.4%+17.6pp |
| Annual return | 18.42% | 158.27%-139.9pp | 140.60%-122.2pp | 202.70%-184.3pp |
| Employer contribution / active EE | $2,113 | $5,364-60.6% | $5,046-58.1% | $5,055-58.2% |
| Participant deferral / active EE | $2,984 | $8,643-65.5% | $8,276-63.9% | $6,977-57.2% |
| Admin fee / account holder | $143 | $18,429-99.2% | $16,712-99.1% | $19,030-99.2% |