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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 | $4,475 | $154,228-97.1% | $145,433-96.9% | $137,256-96.7% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 24.30% | 74.59%-50.3pp | 66.58%-42.3pp | 220.34%-196.0pp |
| Employer contribution / active EE | $1,525 | $4,804-68.3% | $4,554-66.5% | $4,156-63.3% |
| Participant deferral / active EE | $1,523 | $8,216-81.5% | $7,897-80.7% | $6,407-76.2% |
| Admin fee / account holder | $16 | $14,344-99.9% | $13,129-99.9% | $12,270-99.9% |