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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 | $3,479 | $111,830-96.9% | $93,696-96.3% | $145,884-97.6% |
| Participation rate | 83.3% | 74.2%+9.1pp | 68.7%+14.6pp | 80.3%+3.0pp |
| Annual return | 16.64% | 204.08%-187.4pp | 133.74%-117.1pp | 551.85%-535.2pp |
| Employer contribution / active EE | $1,068 | $3,093-65.5% | $2,422-55.9% | $4,662-77.1% |
| Participant deferral / active EE | $1,131 | $4,920-77.0% | $4,417-74.4% | $6,690-83.1% |
| Admin fee / account holder | $17 | $10,249-99.8% | $8,287-99.8% | $13,392-99.9% |