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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 | $4,045 | $108,911-96.3% | $100,392-96.0% | $145,884-97.2% |
| Participation rate | 100.0% | 83.0%+17.0pp | 81.5%+18.5pp | 80.3%+19.7pp |
| Annual return | 52.09% | 58.23%-6.1pp | 49.45%+2.6pp | 551.85%-499.8pp |
| Employer contribution / active EE | $1,340 | $4,420-69.7% | $3,941-66.0% | $4,662-71.3% |
| Participant deferral / active EE | $2,014 | $8,459-76.2% | $8,090-75.1% | $6,690-69.9% |
| Admin fee / account holder | $4 | $9,698-100.0% | $7,904-99.9% | $13,392-100.0% |