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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 | $18,943 | $196,972-90.4% | $182,262-89.6% | $198,609-90.5% |
| Participation rate | 100.0% | 85.7%+14.3pp | 84.2%+15.8pp | 82.4%+17.6pp |
| Annual return | 21.47% | 158.27%-136.8pp | 140.60%-119.1pp | 202.70%-181.2pp |
| Employer contribution / active EE | $2,077 | $5,364-61.3% | $5,046-58.8% | $5,055-58.9% |
| Participant deferral / active EE | $2,597 | $8,643-70.0% | $8,276-68.6% | $6,977-62.8% |
| Admin fee / account holder | $37 | $18,429-99.8% | $16,712-99.8% | $19,030-99.8% |