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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 | $9,568 | $148,582-93.6% | $135,942-93.0% | $139,456-93.1% |
| Participation rate | 70.0% | 83.9%-13.9pp | 81.9%-11.9pp | 80.3%-10.3pp |
| Annual return | 29.68% | 79.26%-49.6pp | 68.28%-38.6pp | 373.45%-343.8pp |
| Employer contribution / active EE | $1,857 | $5,245-64.6% | $4,858-61.8% | $4,753-60.9% |
| Participant deferral / active EE | $2,110 | $8,101-74.0% | $7,759-72.8% | $6,711-68.6% |
| Admin fee / account holder | $21 | $12,402-99.8% | $10,764-99.8% | $11,407-99.8% |