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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 | $3,922 | $111,878-96.5% | $93,727-95.8% | $145,897-97.3% |
| Participation rate | 88.9% | 74.2%+14.7pp | 68.7%+20.2pp | 80.3%+8.6pp |
| Annual return | 18.98% | 204.28%-185.3pp | 133.83%-114.8pp | 552.29%-533.3pp |
| Employer contribution / active EE | $720 | $3,092-76.7% | $2,421-70.3% | $4,663-84.6% |
| Participant deferral / active EE | $851 | $4,920-82.7% | $4,417-80.7% | $6,689-87.3% |
| Admin fee / account holder | $14 | $10,256-99.9% | $8,292-99.8% | $13,390-99.9% |