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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 | $3,242 | $61,125-94.7% | $94,057-96.6% | $87,485-96.3% |
| Participation rate | 94.7% | 64.1%+30.7pp | 73.3%+21.4pp | 68.9%+25.8pp |
| Annual return | 17.05% | 35.20%-18.2pp | 480.62%-463.6pp | 26.06%-9.0pp |
| Employer contribution / active EE | $219 | $2,136-89.7% | $2,933-92.5% | $2,596-91.5% |
| Participant deferral / active EE | $658 | $3,260-79.8% | $4,709-86.0% | $4,274-84.6% |
| Admin fee / account holder | $265 | $5,629-95.3% | $7,244-96.3% | $7,775-96.6% |