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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 | $8,587 | $209,874-95.9% | $189,537-95.5% | $167,536-94.9% |
| Participation rate | 88.9% | 88.7%+0.2pp | 87.8%+1.1pp | 82.1%+6.8pp |
| Annual return | 18.45% | 748.61%-730.2pp | 555.34%-536.9pp | 478.82%-460.4pp |
| Employer contribution / active EE | $1,641 | $6,913-76.3% | $6,161-73.4% | $4,839-66.1% |
| Participant deferral / active EE | $2,686 | $8,934-69.9% | $8,220-67.3% | $6,342-57.6% |
| Admin fee / account holder | $0 | $14,299-100.0% | $12,048-100.0% | $12,315-100.0% |