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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 | $19,372 | $157,829-87.7% | $136,867-85.8% | $198,609-90.2% |
| Participation rate | 100.0% | 77.2%+22.8pp | 74.5%+25.5pp | 82.4%+17.6pp |
| Annual return | 27.82% | 51.25%-23.4pp | 42.97%-15.2pp | 202.70%-174.9pp |
| Employer contribution / active EE | $1,187 | $3,923-69.7% | $3,547-66.5% | $5,055-76.5% |
| Participant deferral / active EE | $1,271 | $5,463-76.7% | $4,924-74.2% | $6,977-81.8% |
| Admin fee / account holder | $60 | $11,107-99.5% | $10,340-99.4% | $19,030-99.7% |