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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 | $1,766 | $100,970-98.3% | $96,576-98.2% | $137,256-98.7% |
| Participation rate | 88.9% | 82.6%+6.3pp | 81.4%+7.4pp | 80.0%+8.9pp |
| Annual return | 23.20% | 38.16%-15.0pp | 38.47%-15.3pp | 220.34%-197.1pp |
| Employer contribution / active EE | $628 | $3,809-83.5% | $3,553-82.3% | $4,156-84.9% |
| Participant deferral / active EE | $628 | $8,286-92.4% | $7,956-92.1% | $6,407-90.2% |
| Admin fee / account holder | $16 | $11,312-99.9% | $11,381-99.9% | $12,270-99.9% |