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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 | $5,669 | $154,193-96.3% | $130,045-95.6% | $139,466-95.9% |
| Participation rate | 81.3% | 82.0%-0.7pp | 78.5%+2.7pp | 80.3%+0.9pp |
| Annual return | 25.36% | 32.51%-7.1pp | -137.30%+162.7pp | 373.66%-348.3pp |
| Employer contribution / active EE | $1,290 | $5,292-75.6% | $4,321-70.1% | $4,754-72.9% |
| Participant deferral / active EE | $1,446 | $6,709-78.4% | $5,820-75.2% | $6,712-78.5% |
| Admin fee / account holder | $128 | $13,989-99.1% | $10,600-98.8% | $11,409-98.9% |