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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 | $4,422 | $211,288-97.9% | $178,540-97.5% | $145,884-97.0% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 17.61% | 30.27%-12.7pp | 27.15%-9.5pp | 551.85%-534.2pp |
| Employer contribution / active EE | $900 | $4,574-80.3% | $3,953-77.2% | $4,662-80.7% |
| Participant deferral / active EE | $1,186 | $6,967-83.0% | $6,281-81.1% | $6,690-82.3% |
| Admin fee / account holder | $116 | $12,105-99.0% | $10,424-98.9% | $13,392-99.1% |