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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 | $4,678 | $105,145-95.6% | $94,664-95.1% | $139,466-96.6% |
| Participation rate | 100.0% | 82.4%+17.6pp | 80.8%+19.2pp | 80.3%+19.7pp |
| Annual return | 22.60% | 38.09%-15.5pp | 156.84%-134.2pp | 373.66%-351.1pp |
| Employer contribution / active EE | $1,296 | $4,107-68.5% | $3,673-64.7% | $4,754-72.7% |
| Participant deferral / active EE | $1,529 | $7,599-79.9% | $7,417-79.4% | $6,712-77.2% |
| Admin fee / account holder | $115 | $8,972-98.7% | $7,222-98.4% | $11,409-99.0% |