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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 | $10,867 | $165,381-93.4% | $149,730-92.7% | $158,966-93.2% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 22.22% | 348.29%-326.1pp | 276.70%-254.5pp | 302.95%-280.7pp |
| Employer contribution / active EE | $1,019 | $5,104-80.0% | $4,645-78.1% | $4,762-78.6% |
| Participant deferral / active EE | $1,698 | $7,182-76.4% | $6,843-75.2% | $5,983-71.6% |
| Admin fee / account holder | $44 | $10,809-99.6% | $9,310-99.5% | $11,250-99.6% |