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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 | $3,686 | $154,228-97.6% | $145,433-97.5% | $137,256-97.3% |
| Participation rate | 85.7% | 83.8%+1.9pp | 82.1%+3.6pp | 80.0%+5.8pp |
| Annual return | 52.25% | 74.59%-22.3pp | 66.58%-14.3pp | 220.34%-168.1pp |
| Employer contribution / active EE | $1,262 | $4,804-73.7% | $4,554-72.3% | $4,156-69.6% |
| Participant deferral / active EE | $2,131 | $8,216-74.1% | $7,897-73.0% | $6,407-66.7% |
| Admin fee / account holder | $4 | $14,344-100.0% | $13,129-100.0% | $12,270-100.0% |