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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 | $12,913 | $201,372-93.6% | $184,260-93.0% | $145,884-91.1% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 16.85% | 29.04%-12.2pp | 28.84%-12.0pp | 551.85%-535.0pp |
| Employer contribution / active EE | $3,651 | $7,024-48.0% | $6,427-43.2% | $4,662-21.7% |
| Participant deferral / active EE | $1,764 | $9,808-82.0% | $9,133-80.7% | $6,690-73.6% |
| Admin fee / account holder | $134 | $16,362-99.2% | $13,898-99.0% | $13,392-99.0% |