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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 | $8,923 | $165,381-94.6% | $149,730-94.0% | $158,966-94.4% |
| Participation rate | 94.1% | 84.6%+9.5pp | 82.5%+11.6pp | 82.0%+12.2pp |
| Annual return | 28.54% | 348.29%-319.8pp | 276.70%-248.2pp | 302.95%-274.4pp |
| Employer contribution / active EE | $1,237 | $5,104-75.8% | $4,645-73.4% | $4,762-74.0% |
| Participant deferral / active EE | $1,636 | $7,182-77.2% | $6,843-76.1% | $5,983-72.7% |
| Admin fee / account holder | $0 | $10,809-100.0% | $9,310-100.0% | $11,250-100.0% |