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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 | $4,308 | $110,278-96.1% | $95,740-95.5% | $139,466-96.9% |
| Participation rate | 100.0% | 75.7%+24.3pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 17.87% | 27.19%-9.3pp | 28.41%-10.5pp | 373.66%-355.8pp |
| Employer contribution / active EE | $932 | $3,260-71.4% | $2,836-67.1% | $4,754-80.4% |
| Participant deferral / active EE | $649 | $4,674-86.1% | $4,244-84.7% | $6,712-90.3% |
| Admin fee / account holder | $242 | $6,613-96.3% | $5,676-95.7% | $11,409-97.9% |