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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 | $4,255 | $109,905-96.1% | $98,506-95.7% | $167,553-97.5% |
| Participation rate | 75.0% | 75.8%-0.8pp | 73.3%+1.7pp | 82.1%-7.1pp |
| Annual return | 12.73% | 1960.20%-1947.5pp | 1494.92%-1482.2pp | 478.89%-466.2pp |
| Employer contribution / active EE | $492 | $3,226-84.8% | $2,961-83.4% | $4,840-89.8% |
| Participant deferral / active EE | $738 | $4,674-84.2% | $4,277-82.8% | $6,343-88.4% |
| Admin fee / account holder | $132 | $6,760-98.0% | $5,955-97.8% | $12,316-98.9% |