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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 | $4,003 | $152,619-97.4% | $125,195-96.8% | $152,909-97.4% |
| Participation rate | 88.9% | 83.3%+5.5pp | 79.8%+9.1pp | 82.5%+6.4pp |
| Annual return | 29.52% | 54.85%-25.3pp | 43.79%-14.3pp | 345.46%-315.9pp |
| Employer contribution / active EE | $1,855 | $4,947-62.5% | $3,866-52.0% | $4,764-61.1% |
| Participant deferral / active EE | $1,148 | $5,869-80.4% | $4,937-76.7% | $5,851-80.4% |
| Admin fee / account holder | $145 | $13,437-98.9% | $9,704-98.5% | $11,601-98.8% |