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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 | $20,441 | $254,759-92.0% | $216,567-90.6% | $198,609-89.7% |
| Participation rate | 100.0% | 84.5%+15.5pp | 81.6%+18.4pp | 82.4%+17.6pp |
| Annual return | 197.88% | 10.04%+187.8pp | 12.94%+184.9pp | 202.70%-4.8pp |
| Employer contribution / active EE | $1,799 | $6,096-70.5% | $5,216-65.5% | $5,055-64.4% |
| Participant deferral / active EE | $1,544 | $6,948-77.8% | $6,191-75.1% | $6,977-77.9% |
| Admin fee / account holder | $19 | $26,311-99.9% | $21,981-99.9% | $19,030-99.9% |