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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 | $16,226 | $202,342-92.0% | $172,753-90.6% | $152,909-89.4% |
| Participation rate | 93.3% | 87.1%+6.3pp | 82.6%+10.7pp | 82.5%+10.9pp |
| Annual return | 27.51% | 1029.88%-1002.4pp | 803.00%-775.5pp | 345.46%-318.0pp |
| Employer contribution / active EE | $4,498 | $5,857-23.2% | $5,144-12.6% | $4,764-5.6% |
| Participant deferral / active EE | $1,446 | $5,948-75.7% | $5,198-72.2% | $5,851-75.3% |
| Admin fee / account holder | $159 | $17,112-99.1% | $13,956-98.9% | $11,601-98.6% |