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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 | $9,570 | $165,399-94.2% | $149,745-93.6% | $158,982-94.0% |
| Participation rate | 90.0% | 84.6%+5.4pp | 82.5%+7.5pp | 82.0%+8.0pp |
| Annual return | 18.85% | 348.34%-329.5pp | 276.72%-257.9pp | 302.99%-284.1pp |
| Employer contribution / active EE | $1,194 | $5,105-76.6% | $4,646-74.3% | $4,763-74.9% |
| Participant deferral / active EE | $1,509 | $7,183-79.0% | $6,843-77.9% | $5,983-74.8% |
| Admin fee / account holder | $11 | $10,811-99.9% | $9,312-99.9% | $11,252-99.9% |