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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 | $2,171 | $85,766-97.5% | $136,298-98.4% | $70,126-96.9% |
| Participation rate | 97.9% | 74.2%+23.8pp | 81.9%+16.0pp | 69.5%+28.4pp |
| Annual return | 21.42% | 31.46%-10.0pp | 5156.27%-5134.8pp | 73.15%-51.7pp |
| Employer contribution / active EE | $736 | $2,966-75.2% | $4,696-84.3% | $2,343-68.6% |
| Participant deferral / active EE | $446 | $5,051-91.2% | $6,247-92.9% | $3,332-86.6% |
| Admin fee / account holder | $16 | $5,421-99.7% | $9,244-99.8% | $4,645-99.7% |