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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 | $6,494 | $134,817-95.2% | $123,973-94.8% | $155,188-95.8% |
| Participation rate | 85.7% | 79.4%+6.3pp | 76.7%+9.1pp | 80.8%+4.9pp |
| Annual return | 26.55% | 515.49%-488.9pp | 388.13%-361.6pp | 148.84%-122.3pp |
| Employer contribution / active EE | $1,288 | $4,425-70.9% | $4,126-68.8% | $4,248-69.7% |
| Participant deferral / active EE | $1,313 | $5,706-77.0% | $5,247-75.0% | $6,531-79.9% |
| Admin fee / account holder | $61 | $13,245-99.5% | $11,799-99.5% | $14,480-99.6% |