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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 | $4,992 | $183,988-97.3% | $162,177-96.9% | $152,897-96.7% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.5%+17.5pp |
| Annual return | 39.53% | 150.79%-111.3pp | 115.60%-76.1pp | 345.43%-305.9pp |
| Employer contribution / active EE | $1,794 | $6,370-71.8% | $5,613-68.0% | $4,764-62.3% |
| Participant deferral / active EE | $1,794 | $8,032-77.7% | $7,297-75.4% | $5,851-69.3% |
| Admin fee / account holder | $9 | $13,123-99.9% | $10,843-99.9% | $11,599-99.9% |