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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 | $10,145 | $209,336-95.2% | $197,124-94.9% | $137,256-92.6% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 20.31% | 48.09%-27.8pp | 44.34%-24.0pp | 220.34%-200.0pp |
| Employer contribution / active EE | $1,510 | $6,591-77.1% | $6,227-75.8% | $4,156-63.7% |
| Participant deferral / active EE | $1,694 | $9,614-82.4% | $9,135-81.5% | $6,407-73.6% |
| Admin fee / account holder | $55 | $17,308-99.7% | $16,298-99.7% | $12,270-99.5% |